Constance de Wavrin

Sep 27, 2024 | fundssociety.com | Constance de Wavrin

Fed Rate Cuts Will Ease Pressure on U.S. Real Estate Market, but Mortgage Rates Unlikely to Fall Below 5% Before 2027, According to Fitch RatingsThe 30-year fixed mortgage rate and the 10-year Treasury yield have already priced in the Federal Reserve’s 50 basis point rate cut. Even with additional rate cuts, a decline in the 30-year mortgage rate to around 5% depends on the spread with the 10-year Treasury bond returning to the pre-pandemic average of 1.8 percentage points.

Sep 27, 2024 | fundssociety.com | Constance de Wavrin

BNP Paribas has announced the signing of an agreement with HSBC to acquire its private banking activities in Germany. The deal aims to position BNP Paribas Wealth Management among the leading players in Germany and raise the amount of assets under management to over 40 billion euros (around 45 billion dolars).

Sep 25, 2024 | fundssociety.com | Constance de Wavrin

Following the stock market rally in 2023, family offices are shifting their portfolios, reducing cash holdings, and positioning in risk assets with the expectation of gains in the coming year, according to Citi Private Banking’s report, *Global Family Offices 2024. Survey Insights*. “We are delighted to share the results of this year’s survey, which offers an inside look at the investments and priorities of some of the most diverse and sophisticated family offices in the world.

Sep 25, 2024 | fundssociety.com | Amaya Uriarte |Constance de Wavrin

The passive management industry continues to innovate, this time with enhanced index strategies. Wilma de Groot, Head of Core Quant Equity and Quant Portfolio Manager at Robeco, describes enhanced indexing as a proven alternative to passive investing, combining the benefits of this popular style with higher returns and sustainability. Robeco believes that enhanced index strategies systematically aim for excess returns while efficiently limiting risk.

Sep 25, 2024 | fundssociety.com | Constance de Wavrin

The 300 largest pension funds in the world returned to growth in 2023, leaving much of the previous year’s decline behind. However, the assets of the largest pension funds have not yet returned to their historic peaks, according to the Global Top 300 Pension Funds report, prepared by the Thinking Ahead Institute of WTW in collaboration with *Pensions & Investments*, a leading U.S. publication on investments.