Investment Officer Luxembourg

Fund managers consider it less and less likely that the economy will continue to grow in the coming period. Normally, this uncertainty about future growth is a reason for investors to reduce their equity exposure. 

“This can cause downward pressure on equity markets,” Jeroen Blokland, of independent investment research firm True Insight, concluded in his Daily Insight on Wednesday, based on the latest Bank of America’s Global Fund Manager Survey.

To increase the range of responsible and sustainable solutions available to investors, Invesco launched the Solar Energy UCITS ETF this month. But surprisingly, even this ETF is only “light green”, under the Sustainable Finance Disclosure Regulation (SFDR).

In April this year, Auréus launched the Equities Blue Chips fund. The fund is in Morningstar’s highest rated percentile for sustainable funds. “That is amazing. The fund is not labelled as sustainable, and just this one is in the top percentile,” said Auréus’s Chief Commercial Officer Han Dieperink in an interview with Fondsnieuws, Investment Officer Luxembourg’s sister publication (for whom Dieperink writes regular commentary articles).

The Mint Tower Arbitrage Fund aims for a positive absolute return under all market conditions, and has managed to do so since its inception. This makes the hedge fund an ideal shock absorber in investment portfolios. 

This is what partner Marcel Voogel (photo, left) and head of investor relations Bart Bijmolen (photo, right) of Mint Tower Capital Management said in conversation with Fondsnieuws, Investment Officer Luxembourg’s sister publication.

Emerging companies in the technology sector are often heavily overestimated, according to tech investor Richard Clode of Janus Henderson. “The trick is to remain cynical,” he said. Remarkably, he said he also sees opportunities in emerging market companies that have yet to go public. 

The fall of Kabul may be the proverbial drop in the ocean with major consequences for the United States, China, Europe and even the world. It reinforces the call for change that may result in a new world order.
 

Swimming 3.8 kilometres, cycling 180 kilometres and running a marathon. Tim Soetens (photo) of Allianz Global Investors participates in triathlons alongside his position as head of Benelux business development and wants to finish within 10 hours for the first time. He was speaking one day before his next race in the Estonian capital Tallinn.