BlueBay en tête du top 5 de la dette émergente en devise locale
Après avoir corrigé en 2022, les titres à revenu fixe des marchés émergents ont débuté l’année 2023 sous de meilleurs auspices.
Luxembourg Raif registrations down 15% in Q1 vs year-ago
A total of 30 new Reserved Alternative Investment Funds, or Raifs, were added to the Luxembourg Business Register during March 2023, down from 40 in the same month a year earlier. During the first quarter, 15 percent fewer Raifs were registered than in the same period last year.
Comment l'UE se retrouve progressivement dans un ménage à trois avec la Chine et les États-Unis
Tout investisseur qui suivait cette plateforme en 2012 bénéficiait d’‘informations privilégiées’. Et ce, grâce à Larry Fink, le président-directeur général de BlackRock. Il avait prédit que les États-Unis se trouvaient à l’aube d’une renaissance industrielle. L’année 2022 a confirmé la justesse de cette prédiction : 108 milliards de dollars ont été investis dans la construction de nouvelles usines (de production), ainsi que le montrent les données du Bureau du Recensement des États-Unis (Census Bureau).
M&G Investments: Bonds are back after years in the dark
As inflation has started to normalise, many market observers have started to find bond markets attractive again. Yields have risen to their highest levels in over a decade. Corporate debt has recovered, making bond investors comfortable after years of bad returns.
No policy needed on REIFs: market experts respond to ECB proposal
A recent European Central Bank study calling for a regulatory framework to address instability in the market for Real Estate Investment Funds, known as REIFs, has been downplayed by a growing number of real estate specialists contacted by Investment Officer in Luxembourg and London.
FundRock MD: debt funds, low leverage strategies in strong position
Alternative investments strategies relying on limited bank financing appear to be well-placed to profit from the current crisis of confidence in the banking sector. And despite EU regulatory measures to deal with greenwashing, ESG products are seeing increased demand.
Réduction drastique des labels de durabilité attribués aux fonds d'investissement passifs
Pas moins de 70 % des ETF présentés comme les plus durables de leur catégorie par les sociétés de fonds qui les proposaient ont été rétrogradés en un an. Plutôt que de viser l’investissement durable, les fonds passifs se sont avérés n’intégrer qu’un seul facteur ESG.
Eltifs have a US parent: it’s called a Business Development Company
If there’s one thing clear from recent months, it’s that Luxembourg is placing a major bet on the future of Eltifs, or European Long Term Investment Funds. The EU’s adoption of a major upgrade of the Eltif regulation is opening the doors to private markets for high-net-worth investors and wealth management clients.
Decalia’s Vettasseri: Paradigm shift requires innovative approach
Rising interest rates and the demise of Silicon Valley Bank and Credit Suisse have led to a paradigm shift in private equity and venture capital. Reji Vettasseri, lead portfolio manager at Swiss private finance group Decalia, believes investors now need to to be innovative with emerging strategies, carefully selecting ‘small cap’ firms to invest in instead of fleeing to the safety of larger ventures.
S64’s Nagpal sees Europe as ‘next frontier’ for retail private equity
The traditional private equity world has realised only in the past two years that creating products specifically for wealth and retail channels is going to be a huge area of growth over the next 10 to 15 years. Europe, said Tarun Nagpal, founder of S64 Capital Innovation, will be the “next frontier” in mainstreaming private equity for retail investors.