UBS AM: Smaller companies, larger returns?
Why we believe small cap stocks offer the potential for better long-term returns.
Analysis: the end of the short-sellers?
Have hedge fund managers just lost it? More and more leading managers are returning assets to their clients. The reason is the melt-up of the market, making it ever harder for short-sellers to identify profitable trades.
For example, this summer John Paulson (photo), who earned $15 billion from the collapse of the US housing market in 2008, known as “The Greatest Trade Ever”, announced his departure from the hedge fund industry. Others, such as George Soros, Stanley Druckenmiller and David Tepper, preceded him.
Capital Group : Lessons from 5 decades of investing
Veteran equity portfolio manager Claudia Huntington shares the lessons she has learned from nearly five decades of stock investing.
Schroders: Microfinance: why grass roots EM investing has proved resilient
As the pandemic unfolded, concerns arose that it could be crippling for some emerging markets, but many have been surprisingly robust. The microfinance experts at BlueOrchard explain why.
‘ESG integration is easier for long/short managers’
BNP Paribas Asset Management recently launched a long-short strategy aimed at companies related to the energy transition. Portfolio manager Edward Lees (photo) explains how the fund is putting pressure on non-sustainable companies and thus achieve a positive impact on the energy transition.
Inflation: to be or not to be?
After the relaxation of the inflation target by the Fed, investment experts are rushing to predict a sustained rise in inflation. But for now, there’s no sign of inflation at all. Last week it even turned out that, for the first time since 2016, price levels in the eurozone had actually fallen.
AIFMD reform is taking shape
The potential shape of the upcoming reform of the Alternative Investment Fund Managers Directive (AIFMD) became clearer this summer. The 18 August letter from Esma to the European Commission gave some strong hints on the outlook for this key text for Luxembourg’s fund industry.
Morningstar: Asset Managers are Embracing ESG Investing
Appetite for ESG investing is growing, but it’s often still difficult for investors to determine exactly what a sustainable fund does. Could tighter regulation help?
Andy Pettit - 24 July, 2020
UBS AM: China multi-asset investing Q&A
China’s equity and bond markets have had a busy year. Where do our multi-asset team see opportunities and what is their strategy?
Transfers: Fundsquare, Luxembourg Stock Exchange, Intertrust
Fundsquare, a subsidiary of the Luxembourg Stock Exchange that provides services to support and standardise cross-border distribution of investment funds, has made two leadership appointments. It’s parent company the Luxembourg Stock Exchange has appointed a new head of sustainable finance, and Intertrust has a new head of its Luxembourg office.
Fundsquare named Jeffrey Nadal as its new managing director and chief commercial officer, and appointed Julien Renkin as a director of product management & client solutions.