Produits

The private loan market is being revalued. Risks are becoming more expensive and coupons are shooting up. Positive for pension funds and insurers that stay put until maturity, but investors in this category also sometimes have distressed moments. 

L’entreprise américaine Strive Asset Management sait comment aborder le sentiment d’une partie des Américains. Strive a lancé deux ETF cette semaine. L’un est baptisé «God Bless America» et porte le symbole ticker YALL, l’autre ETF porte le symbole ticker DRLL et investit principalement dans le pétrole et le gaz (76 %). Depuis, les médias les ont surnommés les ETF anti-Woke.

For emerging markets, the third quarter of this year was almost the exact mirror image of the second quarter. The MSCI EM index recorded an underperformance compared to the MSCI World index, mainly due to a solid loss for Chinese equities. In Latin America, some markets actually made up for second-quarter losses in the past three months. Meanwhile, the war in Ukraine continues to weigh on Eastern European markets.

The third quarter has come to a close.  In the category of global large-cap mixed equity, Gavekal, JOHCM and State Street offered the best-performing funds during these three months, as measured by the performance of funds with a classification for the Netherlands in this week’s Morningstar Top 5. 

Riley (Axa IM) estime que le potentiel du MetaVers doit être pris en considération par les investisseurs attirés par la prochaine grande opportunité de croissance sur les marchés boursiers.     

For Zurich-based Serpentine Ventures, a venture asset manager, Luxembourg is a key gateway to reaching international investors. The firm is leveraging the grand duchy’s regime for alternative investment funds for four of its venture capital funds that nurture Swiss startups.

Au terme de longs mois de préparation, le gestionnaire patrimonial Funds For Good lancera d’ici la fin de ce trimestre la pricaf privée ImpaktEU en collaboration avec le gestionnaire de fonds à impact Inpulse Asset Management. La pricaf privée sera dédiée au microfinancement d’entrepreneurs sociaux en Europe.

The idea that sustainable funds will be more expensive than conventional funds due to the extra cost of sustainability research is not necessarily true. Both active and passive funds turn out to be cheaper. Sustainable funds are classified under European regulations into Article 8 and Article 9 funds. Within the latter category, we rank the cheapest options within global large-cap equity funds.

Eurozone value stocks are performing this year in a way not seen since 2016. Over the first eight months of the year, they actually achieved better returns than the broad market. Yet investors in funds that invest in such equities will have few reasons to celebrate.

Il y a quelques semaines, le gestionnaire d’actifs Invesco a lancé le fonds Invesco Metaverse. Le fonds est également lancé sur le marché belge.

Les deux gestionnaires du fonds, Tony Roberts et James McDermottroe, voient un énorme potentiel dans le développement et l’utilisation ultérieure du métavers. Il est grand temps d’interviewer les deux hommes pour faire la lumière sur ce nouveau monde virtuel.