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.
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.
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.
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.
Supply chain disruptions, inflation weigh on solar and wind projects
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.
‘Passively Paris-aligning a portfolio does not make sense’
Investors seeking to achieve real change through their impact investment will find that the passive approach isn’t as effective as an active one, explained John William Olsen (photo), fund manager of the M&G (Lux) Positive Impact fund and the Global Sustain Paris Aligned Fund.