Bonds return as an anchor in the portfolio
The diversification advantage of bonds has been restored this year, as inflation has fallen and positive real interest rates have emerged. This is a relief, according to Flavio Carpenzano, Director of Investments at Capital Group, who still describes 2022 as a “worst-case scenario.”
Long live the bull market
Last weekend marked the second anniversary of the current bull market in equities. Since hitting its low point on October 12, 2022, the MSCI All Countries World Index has surged about 50 percent, the S&P 500 has risen by around 75 percent, and the Nasdaq has doubled. The driving force behind this impressive rally? The so-called “Magnificent Seven” stocks, which have nearly tripled in value over the same period.
World's Most Sustainable Companies of 2024
cIt’s one thing for a company to give lip service to helping the environment; it’s another for its leaders to make trackable, public commitments to doing better for the planet—and follow through on them. For the first time, TIME and data firm Statista have created a rigorous methodology with which to measure the world’s most sustainable companies for 2024.
For fixed income investors, the election outcome really matters this time
Andrzej Skiba, Head of US Fixed Income, shares his views on how the upcoming US election may impact fixed income investors
Evergreen funds offer flexibility - but at what cost?
Plans to increase Europe’s capital markets capacity hinge on giving retail investors access to private assets, but liquidity remains a sticking point. Evergreen funds, designed to offer investors some liquidity in otherwise illiquid assets, are being touted as a solution.
‘Women must break through the barriers they impose on themselves’
In Belgium, less than 10 percent of the 410 members of the CFA Society are women. ‘Bitterly few,’ concludes Maud Reinalter, CIO of Belfius Asset Management. When a woman applies for a fund manager position, 200 percent of the profile matches. A male candidate applies when he meets only 80 percent of the requirements.
Asset owners bullish on hedge fund growth, study shows
Institutional investors are predicting significant growth and risk-adjusted returns in the hedge fund sector over the next few years, according to new global research from Beacon Platform Inc., a provider of portfolio analytics and risk management solutions.
Prosecutor sounds alarm over Luxembourg’s backlog of 862 financial crime cases
Martine Solovieff, Luxembourg’s top criminal prosecutor, has issued a stark warning regarding the country’s persistent struggle with financial crime investigations, citing overwhelming caseloads and staffing shortages as key obstacles.
Chart of the week: The Fed continues with rate cuts
Soaring oil prices, solid job growth, and a seemingly unhurried Powell have forced markets to significantly scale back expectations regarding Federal Reserve rate cuts. However, Powell and his colleagues will be in for a lot of trouble if they don’t cut rates at each of the upcoming meetings.
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.