Investment Horizons: Key themes shaping future returns
Too often, investors are preoccupied with the near term. That can lead to misjudgments, like recency bias, which assigns undue importance to current events. Obsessing over the near term may also obscure arising investment themes. And it can result in an underestimation of the fundamentals that anchor asset prices over time.
Schade Deutschland, alles ist vorbei
Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.
PGIM Investments: Uncovering the best ideas in global credit markets
In the view of PGIM Fixed Income’s Gabriel Doz, today’s market backdrop—solid growth in the 2% range and inflation converging toward the Fed’s 2% target— helps showcase the deep experience and nimble nature of the PGIM Fixed Income investment teams.
Lack of reliable data seen as main obstacle to ESG
A lack of reliable Environmental, Social, and Governance (ESG) data is significantly hindering the implementation of the European Union’s sustainable finance regulations, according to a survey by the CFA Institute.
Fund Radar: Taiwan, India offset Mexico in emerging markets
Emerging markets excelled in the second quarter, driven by Taiwanese and Indian equities, despite Mexican setbacks. Ronald van Genderen concludes this edition of the Morningstar Fund Radar with insights on promising strategies like Robeco QI Emerging Conservative Equities.
The critical role of high-quality impact reporting in sustainable investing
The world of finance is constantly changing, and one of the prominent trends is the increasing attention to GSS investments. The issuance of GSS bonds has become a beacon for progress, signaling a commitment to environmental stewardship and social well-being.
Nomad millionaires are on the move again
Nomadic millionaires increasingly relocate in response to structural changes in the global economy. It means the UK and the Netherlands will millionaires move to other parts of the world by 2028, according to a report by UBS. Luxembourg, meanwhile, remains the country with the biggest number of millionaires per capita, says the Swiss bank.
Transfer Thursday: Edmond de Rothschild, M&G, PwC
This week’s overview of transfers, appointments, promotions and other career news includes updates from Edmond de Rothschild, M&G Investments, Warburg Pincus, Currentis and PwC Luxembourg.
For nervous investors, buffered ETFs offer a way out
More and more US ETF providers are launching buffered products that fully hedge downside risk. The costs, however, also eat into the returns.
European high-yield bonds are well positioned
High-yield bonds should continue to yield attractive returns in 2024. However, René Kallestrup from Capital Four advocates a selective approach with a view to sectors and regions.