AXA IM: Fed dominates, market ruminates
As we look out at the middle of May, the Federal Reserve continues to be the main focus for bond investors today. With plenty of chatter around inflation, many continue to wonder how committed Jerome Powell and his colleagues are …
PGIM Investments: Clear Blue Skies and The Wind At Our Backs
Pent-up demand, reopening of economic activity, and a steady increase in employment provide potent fuel for a potential economic boom.
Offering international products to Chinese investors
Yesterday we saw how Luxembourg is playing a significant role helping international investors gain exposure to the Chinese market. Yet what about the movement in the other direction, as Chinese investors seek to diversify into other markets? This question was explored by a panel of locally-based experts at Luxembourg For Finance’s China Finance Forum 2021.
PGIM Investments: Compelling Growth Ahead
How is the value vs. growth battle playing out in developed and emerging markets?
Three female fund managers, “apparently notable”
Although it was never a conscious decision, the fact that the DWS real estate fund Europe II is managed by three female fund managers has become “a thing,” notes Jessica Hardman of DWS. “There is still a lot to be done if the real estate and investment industry is to be open to the fact that you can pursue a career path in the industry regardless of your colour, gender or origin.“
Storebrand: Investor group increases pressure on Brazil's government
Storebrand leads a global investor group which in a meeting with the Brazilian vice president has now called for stronger efforts to reduce deforestation.
Luxembourg's burgeoning China connection
Quietly, Luxembourg has built substantial fund investment access to the Chinese market. This was highlighted at the “Access Channels” roundtable at Luxembourg for Finance’s China Finance Forum 2021. With Chinese markets being some of the fastest growing in the world, little wonder the appeal to global asset managers of this market via the Luxembourg route is strong.
The tug-of-war between Michael Burry and Cathie Wood
Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an inflationary environment in the coming years.
BMO GAM: Artikel Winds of Change: Technological Innovation
As part of “The Winds of Change” series, Sacha El Khoury, lead portfolio manager of the BMO Sustainable Opportunities European Equity Fund, addresses some of the most important sustainability megatrends that are changing the world around us, reshaping the investment landscape, and talks about how the fund is embracing the opportunities they create.
Ethenea: avoid deep value and overvalued growth stocks
“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the latter segment that the greatest danger lies, given the strong dominance of retail investors. Cathie Wood with its ARK ETFs is a perfect example of this. Good risk management is important in all areas of fund management. And, of course, sustainability criteria are crucial.”