The robotics revolution is taking shape
AXA IM’s Matthew Lovatt sees two big trends constituting the investment case for robotics: changing demographics and the impact of technology.
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
AXA IM’s Matthew Lovatt sees two big trends constituting the investment case for robotics: changing demographics and the impact of technology.
There are a number of long-term drivers for emerging markets. But short-term factors have put emerging markets in the sweet spot this year, says UBS AM’s Kevin Barker.
Didier Rabattu, Head of Equities at Lombard Odier IM, explains what aspects he takes into account when looking for the best cash-generating companies.
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
M&G is transferring four UK-domiciled open-ended funds to its Luxembourg platform over fear and uncertainty surrounding the UK’s exit from the European Union.
European value stocks have been in high demand with investors, who are banking on a sustained macroeconomic resurgence in the eurozone. And their enthusiasm for ‘cheap’ stocks shows no signs of abating.
Here are pictures taken during the successful Expert Investor Luxembourg seminar, held on 13 June 2017 at Le Royal.
Willi Oberbeck, a fund selector at DZ PRIVATBANK, tells why he already started using alternative Ucits funds more than six years ago, long before demand for absolute returns started to really heat up.
Fund buyers in Luxembourg are reducing exposure to expensive US equities and are increasing their allocation to Europe. They have a preference for index trackers.
The Columna Commodities Fund, which pretends to invest in “a range of commodity-linked assets”, has suspended redemptions. It claimed this was due to a failure to liquidate two of its investments.
Many investors invest in absolute return funds to reduce correlations with equity and bond markets. In this video interview, Frank Reisbol, managing director of Banque Carnegie Luxembourg, argues these investors are fooling themselves.
In part two of this video interview, Frank Reisbol reveals what an alternative Ucits strategy needs to pass his strict litmus test.