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.
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.
App makes private equity investing as easy as ordering pizza
Moonfare is offering a golden ticket for the masses with its new app, making private equity investing as simple as ordering a pizza.
La taille critique et la durée de vie des fonds thématiques renforcent l’attrait de Thematics pour les institutionnels
Alors que les fonds thématiques axés sur l’intelligence artificielle et la robotique, l’eau et la sécurité ont atteint une taille critique et une certaine durée de vie, davantage de capitaux provenant d’investisseurs institutionnels affluent vers Thematics Investment. Karen Kharmandarian, CIO de la société de fonds, parle d’une « progression sur l’échelle du raffinement ».
Le « script » luxembourgeois soutient le financement international de films
Les fonds luxembourgeois sont de plus en plus utilisés comme véhicules pour financer des productions cinématographiques internationales indépendantes. À Chypre aussi, des RAIF sont utilisés à cette fin.
French election deadlock: Investors warned of volatility ahead
Sunday’s French elections have averted the worst-case scenario of a far-right victory but have plunged the country into a period of political uncertainty and potential paralysis.
At Thematics, investors are climbing up the sophistication ladder
Institutional investors are increasingly shifting thematic investing into their core asset allocation as they see a fit with long-term asset-liability management strategies, according to Karen Kharmandarian, chief investment officer Thematics Asset Management.
Private market challenges raise vigilance among asset managers
Recent issues in the private credit market have heightened the vigilance of Dutch asset managers regarding deals financed by private debt providers.
Ferrytales
It is high time for asset managers to reassess their private equity allocations, argues Jeroen Blokland.
Fund Radar: Global equity funds shine amid political uncertainty
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.