Top 5 des entrées de l'article 9 : GMO en tête
Le règlement sur la divulgation des informations relatives au financement durable a fêté son deuxième anniversaire en mars. Bien qu’il ait rapidement acquis l’image d’un label de durabilité, son objectif réel était de fournir un cadre pour communiquer la mesure dans laquelle la durabilité joue un rôle dans un fonds d’investissement. Les règles ajustées qui sont entrées en vigueur en janvier 2023 ont provoqué des remous dans le paysage des fonds durables.
Top 5: GMO Climate Select leads inflows into Article 9
The Sustainable Finance Disclosure Regulation marks its second anniversary next month. Although it was quickly adopted as a sustainability label, its actual purpose was to provide a framework for communicating the extent to which sustainability plays a role within an investment fund. Adjusted rules that took effect in January 2023 caused a stir in the sustainable fund landscape.
European parliament adopts Eltif upgrade with 70% majority
Le Parlement européen a adopté mercredi à Strasbourg la mise à jour tant attendue de la réglementation européenne sur les fonds d’investissement à long terme, un paquet connu sous le nom d’Eltif 2.0. Une majorité écrasante de 492 membres, soit 70 %, a voté pour.
All of Europe’s PE market participants now under one roof
LPeC, an international association for listed private capital, has become part of Invest Europe, the Brussels-based trade association for the European private equity, venture capital and infrastructure sectors. LPeC will continue as Invest Europe’s Listed Private Capital Roundtable.
Invesco en tête du top 5 des fonds immobiliers mondiaux en 2022
L’année 2022 devrait rester dans les annales, surtout pour les investisseurs dans l’immobilier coté, qui se sont grandement inquiétés du ralentissement de la croissance et de la hausse des coûts de financement.
Chart of the week: Red-hot
The US economy created more than half a million jobs in January. That was almost three (!) times more than expected. Most importantly, such a job growth figure does not fit with a coming recession, but neither does it fit with a much hoped-for soft landing. On the contrary.
It indicates that the US labour market is still glowing even after 450 basis points of tightening.
‘Prepare for further market corrections,’ says EU supervisor
The European Securities and Markets Authority, the EU’s financial markets regulator and supervisor known as Esma, on Thursday warned investors that they should prepare for further market corrections, given a “confluence of high risks”.
Luxembourg plans new tax regime for Eltifs as Strasbourg votes
As the European Parliament, during this month’s plenary session in Strasbourg, debated the proposed changes to the EU’s regulation for long-term investment funds, a plan also known as Eltif 2.0, Luxembourg was discussing a special tax regime for this new type of fund that can target investors in 30 European countries under a single passport.
Morgan Stanley CIO sees markets in a ‘bear market bounce’
Stocks have continued their rebound into 2023, delivering one of the best openings to a calendar year since January 2000. Morgan Stanley however believes the gains are just another bear market bounce.
The inverted yield curve in the US, the curious outperformance of gold, and falling demand for oil in the US are three factors that warrant particular attention, Lisa Shalett, Morgan Stanley’s chief investment officer , told investors this week.
Saxo : les modèles sont cassés. La numérisation piétine
N’est-il pas temps d’oublier définitivement les modèles «cassés» ? C’est la question que pose Steen Jakobsen, responsable des investissements chez Saxo, lorsqu’il donne son avis sur les marchés financiers au premier trimestre. Saxo se demande si un retour aux normes économiques mondiales d’avant la pandémie et l’invasion de l’Ukraine est envisageable, ou s’il est temps pour les investisseurs de s’adapter à un nouveau paradigme.