“Private equity in wealth portfolios to double”
At BNP Paribas Fortis, the bank has seen its private equity business double and even triple in recent years. Corporate bonds have gradually replaced nominal government bonds, as have high yields. And they are investing more and more actively, which is linked to the rise of thematic investing.
UBS AM: Navigating the return of inflation risk
For now, the mere re-emergence of inflation risk is the more pressing consideration for investors.
Capital Group : How to talk to clients about Bitcoin
Fear of missing out is a powerful force in investing. And it’s difficult to ignore an asset that has gained more than 500,000% in just a few years, eliciting headline-grabbing commentary from Elon Musk and Warren Buffett, among others.
Morningstar: The Dark Side of Thematic Funds
Funds with compelling stories don’t always make sound investments
Digitalisation pulls funds forward
Despite much talk about the cost and efficiency benefits of digitalisation and clients moving very quickly to adopt it, some parts of the fund sector still rely on manual processing. Some in the sector are calling for regulators to play an increased role in setting standards.
A panel entitled “Trends in fund distribution as investors have become more digital than ever - Is the fund industry ready?” discussed the current situation as part of ALFI’s recent Digi Pulse Amsterdam virtual event.
Morningstar Steps Up ESG Coverage
The second cohort of funds have been assessed under the Morningstar ESG Commitment Level
SKAGEN: Not all property funds created equally
The wide dispersion in returns has amplified valuation differences between real estate sectors.
The ELTIF seeks a role
The acronym ELTIF has been popping up on news sites with increasing regularity in recent months. This vehicle has failed to excite the industry since it was launched in 2015, but maybe this is changing.
ABN clients opt for higher risk
At ABN Amro, clients have shifted to a higher-risk investment profile. Whereas previously the most popular profile invested mainly in bonds, this has now changed to a profile investing 55 per cent in shares, explained Richard de Groot of the bank an interview with Fondsnieuws as part of its series on asset allocation amid the current low interest rate climate.
LFDE: quality of convertible bonds better than ever
The average credit quality and rating of convertible bonds has improved significantly in recent years. Thanks to their convexity, these hybrid instruments, whose universe is highly diversified, are more attractive than ever in any context. They are seen as halfway between investing in bonds and equities.
This is what Emmanuel Martin (pictured), manager of the Echiquier Convexity SRI Europe fund at La Financière de l’Echiquier (LFDE), said in an interview with Investment Officer.