Fund Radar: Investor appetite fuels Euro high-yield bonds
European high-yield bond spreads narrowed in May, driven by strong corporate earnings and investor demand, reflecting robust market confidence and providing a favorable backdrop for corporate refinancing and new issues. This edition of the Morningstar Fund Radar shines the spotlight on the Robeco European High Yield Bonds fund.
Paul Jackson's Quarterly Global Asset Allocation Portfolio Outlook | Q3 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.
Video update: What about the small cap premium?
Small caps are currently trading at a discount to large caps, why is this? With many influencing factors, we dive into the details to identify the most important issues for investors to consider.
RBC BlueBay - Perspectives on climate change and nature
RBC BlueBay's Responsible Investment team present their thoughts on why nature is so important to investors
Investors seek shelter abroad amid French election chaos
The spread on French government bonds has peaked again, showing that financial markets are on edge ahead of Sunday’s elections. Until they conclude later in July, many investors are favouring other European government bonds. “Any reminder of the European debt crisis is a red flag for international investors,” one analyst remarked.
Quintet says Europe improving faster than US
Despite the rightward tilt of the recent European parliamentary elections, Quintet Private Bank’s chief investment officer is talking up what seems like unexpected good news for Europe.
Transfer Thursday: Caia, DLA, CMS, PwC, EY, Esma, Fundcraft
This week’s overview of transfers, appointments, promotions and other career news includes updates from PwC Luxembourg, EY Luxembourg, the European Securities and Markets Authority (ESMA), the European Stability Mechanism. DLA Piper, CMS. Fundcraft and CAIA Luxembourg
CSSF confirms Amundi’s Nvidia holdings within legal limits
Luxembourg financial regulator CSSF has confirmed that the 34.49 percent holding in Nvidia by an Amundi fund does not constitute a breach of the 2010 law on undertakings for collective investment, which caps Ucits investments in most individual stocks at 10 percent.
New guidelines for naming ESG funds: challenges for fund managers
Esma’s new guidelnies on using ESG or sustainability related terms in fund names may have massive implications for fund managers, writes Sebatiaan Hooghiemstra.
RBC BlueBay - Persian Gulf: a moment under the sun
Polina Kurdyavko, Head of BlueBay Emerging Markets, witness some positive changes within the countries of the GCC.