Schroders : Seeking resilience as clouds form
Schroders : Seeking resilience as clouds form
CM-AM Convictions range: Driving long-term value creation
In a context of global uncertainty and evolving monetary policies, the CM-AM Convictions range stands out for its fundamental equity approach, expert management, and proprietary tools aimed at long-term value creation
Pinsent Masons: AIFMD 2.0 implementation in Luxembourg and the Netherlands
Legislation proposed by Luxembourg in October to enhance the regulatory framework for alternative investment funds and UCITS aims to provide greater flexibility and clarity. The Netherlands, meanwhile, is working on the implementation of AIFMD II.
‘Nature-based solutions are where renewable energy was 15 years ago’
Triodos Investment Management is betting that nature-based solutions, still a niche segment, will mature into a full-fledged asset class within the next decade.
The reverse silk road: why Asian money now lands in Luxembourg
Asian investors are turning to Luxembourg as their preferred gateway to global private markets. The flows are quiet but transformative.
Hardly any insurers still invested in government bonds
Driven by steadily declining yields and increasingly strict capital requirements, Dutch, Belgian, French, and German insurers have in recent years largely divested from government bonds. The freed-up capital has mainly been invested in corporate bonds and private debt.
How investors engage with Natural Capital- a study
In this report we explore how natural capital is being framed within portfolios, the role of farmland as a tangible entry point, expectations around return and impact, and the barriers and enablers shaping this emerging asset class.
Schroders : The case for a structural allocation to gold in portfolios
Schroders : The case for a structural allocation to gold in portfolios
Chart of the week: the balance dance
The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s balance sheet. If you think that balance sheet has slimmed down significantly after three years of quantitative tightening, you’re mistaken. Moreover, Powell is putting himself in an impossible position once again by lowering interest rates at the same time.
No hero for Net Zero
The US government shutdown continues and with air travel now affected, there are fears that the economic drag may start to escalate.