Private market challenges raise vigilance
Recent issues in the private credit market have heightened the vigilance of Dutch asset managers regarding deals financed by private debt providers.
PGIM Investments: Slow and steady wins for growth stocks
As equity market returns continue to broaden following narrow performance trends last year, Mark Baribeau, Head of Global Equity at Jennison Associates, highlights secular growth areas that he believes will stand out in a slowing but steady economy.
Ferrytales
It is high time for asset managers to reassess their private equity allocations, argues Jeroen Blokland.
How investors engage for positive biodiversity change
Biodiversity loss is a systemic risk and one of the biggest global challenges of our time. Nature is being eroded at rates unprecedented in human history and we are facing the irreversible loss of plant and animal species, habitats, and vital crops.
Fund Radar: Global equity funds shine
This week’s Morningstar Fund Radar shines a spotlight on global equity funds, revealing a stellar performance led by US tech giants and highlighting the political twists shaping investor sentiment worldwide.
Supply chain disruptions weigh on solar and wind
Renewable energy stocks have shown underperformance relative to the broader markets for years, even though the long-term outlook remains favourable.
BlackRock sees Eltif2 wrapper as vehicle of choice
Six months after the rollout of Eltif 2.0, the BlackRock private markets team believes this updated wrapper has the potential to become the vehicle of choice for private market investment.
Wealth starts with an income of at least €365,000
If you want to be considered wealthy in Luxembourg, you’ll need to earn an annual gross income of at least 365,000 euro.
Transfer Thursday: Generali, Uni.lu, LPEA, DLA Piper
This week’s overview of transfers includes updates from LPEA, Generali, the University of Luxembourg, Esma, Euroclear, La Française and DLA Piper.
Becoming Dora compliant still is a challenge
Pinsent Masons sheds its light on the changing legal context for managing, registering and reporting significant cyber threats and serious ICT incidents, as per the EU’s Dora regulation that will take effect in 2025.