UK plans its own ESG taxonomy
A separate UK ESG investing taxonomy and a couple of foreign-fund access regimes that replicate EU rules are some of the ways the London government is considering using its post-Brexit powers. Meanwhile in Luxembourg, the CSSF is working to reduce complexity for market players regarding the implementation of EU sustainability rules.
Investment Officer has a new look
Investment Officer has received a make-over. Its aim is to provide users with a better overview and better arrangement of articles and sections on the website.
Schroders: What does US-China decoupling mean for emerging markets?
As ties between the world’s superpowers continue to loosen, we look at the implications for investors and the emerging market countries that could benefit.
Tax planning: how Biden’s election impacts Luxembourg
What is the outlook for taxing US multinationals under a Joe Biden presidency? Even as the noise and belligerence subside, some fundamental differences of view will persist across the North Atlantic. What can firms using Luxembourg as an EU base expect from the new US administration?
‘Equities can return up to 16% in 2021’
‘It’s a good time to be a bit more bullish again,’ says Jeroen Blokland, head of Robeco’s multi-asset team. Especially for equities and commodities, the asset manager is counting on double-digit returns.
UK extends post-Brexit market access for European funds
The UK financial regulator FCA had extended market access for investment funds from the European Union beyond the end of the transition period following Brexit for up to three years. Alternative investments funds, however, are excluded from the so-called Temporary Permissions Regime (TPR).
‘Biden victory confirms dollar bear market’
The dollar will depreciate by another 10-15% over the next 3 to 5 years as the election of Joe Biden as the 46th president of the United States has drastically reduced the risk of a trade war, according to currency strategist Aaron Hurd of State Street Global Advisors.
Bank Delen's René Havaux: ‘We would like to do more acquisitions’
Bank Delen would like to do more acquisitions in the Benelux, says its CEO in an interview with Investment Officer. ‘The Luxembourg market is difficult though, because of the fiscal differences. So we would need to buy a local Luxembourg player with local clients. There are not many of those.’
The integration of Bank Delen’s recent acquisitions in the Netherlands is going smoothly, says Havaux. ‘The customers of Nobel Vermogensbeheer [which Delen acquired in 2019] have all moved to our funds.’
Schroders: Is sustainable infrastructure the best way to tackle climate change ?
The emerging market need for huge amounts of infrastructure spending must be met sustainably for the planet’s sake - and that’s good news for investors.
'No good entry point yet for energy stocks'
Oil stocks have never been so cheap, but there are no signs yet that prices have bottomed out. We’re still waiting for a turn in market sentiment, say head of Automated Intelligence Equity Tjeerd van Cappelle at NN Investment Partners and NN Energy fund manager Anastasia Naymushina (photo).