Fund Radar: China boosts gains for EM equity funds
Chinese stocks experienced an unprecedented rally in the final week of Q3. A series of unexpected stimulus measures pushed Chinese equities to their largest weekly rise in 15 years, supporting the outperformance of emerging markets compared to developed markets over the past three months.
Transfers: Crédit Mutuel AM, Esma, Schroders, Carmignac, Vistra, M&G
This week’s overview of transfers, appointments, promotions and other career news in the fund and asset management community in and outside Luxembourg includes updates from Crédit Mutuel Asset Management, the European Securities and Markets Authority (Esma), M&G, Schroders, Carmignac and Vistra.
10 things for investors to watch in the fourth quarter
Oil prices, US inflation, stimulus in China and earnings season are among the Top 10 things we’re watching in the fourth quarter.
Saudi spare capacity, shale hopes keep oil prices in check – but for how long?
The oil market is on tenterhooks as the conflict in the Middle East escalates, with much hinging on Israel’s next move in response to Iran’s recent missile attack. While oil prices have risen, the market remains surprisingly calm, despite the looming threat of supply disruptions.
Investors eye 4% Treasuries as bond market tests Fed’s resolve
The surge in US Treasury yields above the 4 percent threshold is drawing a mixed response from investors, despite the Federal Reserve’s recent rate cuts. Experts from Pictet, UBS Wealth Management, and Bank of America see an opportunity to lock in attractive yields amid market turbulence, but the bond market remains unconvinced about the Fed’s path forward.
Regenerative farmland: Managing climate risk with AI
We know that climate change can present challenges for agricultural investors, such as the risks of global warming having an impact on harvests. So how do we use artificial intelligence to mitigate these risks?
Finance minister Roth pledges bigger bonuses for Luxembourg
Luxembourg’s finance minister, Gilles Roth, has outlined plans to reform the country’s profit-sharing bonus regime and expat tax policies to enhance its attractiveness to international talent.
Capital Group | Fixed income markets: When the stars align
The combination of high starting yields and a supportive macro backdrop means the stars could finally be aligning for fixed income markets.
Revolution too soon? Luxembourg struggles to adapt to open finance
As Luxembourg’s financial ecosystem adjusts to the open finance revolution, wealth and asset managers must navigate a range of hurdles to stay competitive.
China’s market rally stalls as stimulus disappoints
After an initial surge following the reopening of China’s stock exchanges, investor enthusiasm quickly evaporated as hopes for detailed stimulus measures from Beijing fell short.