Emerging Markets Insights: Diverging growth trajectories
Emerging market equities continue to show resilience despite bouts of market volatility tied to elections and other factors. Get the latest insights and market outlook from Franklin Templeton Emerging Markets Equity.
RBC BlueBay: Weekly macro insight
Weekly macro commentary from BlueBay Chief Investment Officer, Mark Dowding
Fund Radar: Currency effects drive returns in EM debt
Emerging market debt investors believe that the overvaluation of the US dollar is at relatively extreme levels, while growth in emerging markets is higher than in more developed markets.
ESAs support a SFDR 2.0 ‘product labelling regime’
Sebastiaan Hooghiemstra at Loyens & Loeff reviews the opinion tabled by the EU’s supervisory agencies on SFDR as a possible labelling regime, and finds that the question on whether “Article 8” and “Article 9” products should be abolished, is not yet off the table.
Schroders : Opportunities for Income Investors: Going Beyond Cash
Opportunities for Income Investors: Going Beyond Cash
Transfer Thursday: Amundi, GGF, Partners, Citi, KPMG
This week’s overview of transfers, appointments, promotions and other career news includes updates from the Amundi Institute, Partners Group, the Green Growth Fund, Citibank, and KPMG Luxembourg.
Five themes at the forefront of a sustainable future
The popularity of climate-positive investing has grown exponentially over the past decade or more, as society has embraced the importance of supporting the multi-decade sustainability megatrend.
Luxembourg tax authority to get special AML unit
Luxembourg has decided to establish a special anti-money laundering (AML) unit within its tax administration following parliamentary approval. The head of financial supervisor CSSF, meanwhile, expressed his concern over the use of ‘outdated systems’ at the AML teams of asset and wealth management firms.
Illiquidity, complexity restrain allocations to alternatives
Investment advisors in both the US and Europe have been expressing a desire to increase allocations to alternatives, but the average allocation has remained modest, according to gatekeeper surveys by Cerulli and PGIM.
Summer rally looming
In the years when a new US president is elected, there is often a summer rally. Typically, July is the month when the media pays more attention to the election.