Carmignac boss ‘we need more discipline’
Didier Saint-Georges outlines how the French group hopes to turn it around after a long period of underperformance
Profile & Features
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Client short-termism is damaging investment industry, warns Nordea
Data flow has made clients too short-term in outlook and they need to take longer-term view, argues Christophe Girondel
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‘You’re not getting anything from cash’
BNY Mellon’s Hilary Lopez muses on whether alternative strategies slump represents the end of the boom or just a blip
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Distributors not looking for cheapest fund option
Technology could be the saviour of the industry as fee pressure heightens, according to DWS
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Selectors in the dark on ESG criteria
Rating agencies at odds with UN body over ESG definition, EC sustainable framework decision key
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Robot revolution poised to shake-up fund industry
Asset managers may soon be able to use cutting-edge deep learning technology to gain a defensible competitive advantage, according to AI expert Nick Bostrom.
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Numbers are not enough to select funds
Spanish fund selector Celia Benedé Miranda delves into whether numbers really matter when it comes to fund selection.
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How to prosper in a low-margin environment
The asset management industry is facing significant new challenges and active managers need to adapt or risk irrelevance, according to an expert at PwC.
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Use non-mainstream assets when conventional ones don’t cut it
When deciding on an investment strategy the temptation may be to follow the herd where there is safety in numbers, but sometimes it’s better to take the road less travelled.
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Performance-linked fees work best for fixed income funds
Fidelity International’s move to change its charging structure to a performance-linked fee has been welcomed but is seen as a risky move which may not be sustainable, according to fund selectors around Europe.
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Fund selectors who don’t create ESG portfolios to lose clients
When it comes to investors demanding ESG, the speed of change may vary based on the type of investor and the country in which they live, but the direction of travel will not: the future will not be about offering a few ethical or green funds here or there but about moving to a full…
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Global credit markets show signs of complacency
Maintaining flexible, long/short exposures across the credit markets, and limiting duration risk is the best way forward investors in today’s challenging fixed income markets, says Charmaine Chin, managing director and head of credit, relative value and event-driven strategies at K2 Advisors, part of Franklin Templeton Investments, in the article below.