Evenco International

📢 New ESMA Guidelines: What Fund Selectors Need to Know About ESG Standards In collaboration with Kalinka Dyankova, Senior Fund Analyst at SG Kleinwort Hambros, we dive into the latest ESMA guidelines and what they mean for fund selectors navigating ESG investments. Starting November 2024, funds using terms like "Environmental," "Impact," or "Transition" in their names must meet stringent standards: 80% of assets must directly contribute to measurable environmental or social objectives. The goal? To bring transparency and protect against "greenwashing." Fund selectors, this is a shift you’ll want to understand. ESMA’s guidelines will require a nuanced approach to ESG, pushing beyond labels and challenging fund managers to meet clear, sustainable standards. 🌱 Curious about the full impact? Click below to read article in full. #ESG #SustainableInvesting #FundSelection #Finance #ESMA

What an incredible day at our annual Frankfurt Fund Forum! A huge thank you to our sponsors and exceptional speakers for making this event a resounding success. Your contributions truly elevated the experience for everyone involved. A special shoutout to Uwe Zoellner CFA from CFA Society Germany for kickstarting our day with inspiring opening remarks. Also, a big thanks to Kaidi Meng from Bloomberg Intelligence for expertly moderating the discussions, ensuring that valuable insights flowed seamlessly throughout the event. We have more exciting fund forums lined up as we continue to foster connections and drive innovation. Stay tuned and connected to see what’s next! https://bit.ly/4a2E8M0 #FrankfurtFundForum #FinanceCommunity #AssetManagement #CFA #Networking

Exciting highlight from our Frankfurt Fund Forum! We've just finished up an incredible discussion on "Adjusting Fund Selection in a Complex Macro Environment" featuring insights from our esteemed Fund Selector Panel: -Stefan Hofrichter, CFA - Head of Global Economics & Strategy, Managing Director at Allianz Global Investors -Uwe Eilers - Managing Director at FV Frankfurter Vermögen AG -Peter Warken, CFA - Co-Head of Allocation at DWS Group -Stephan Kemper - Chief Investment Strategist at BNP Paribas Wealth Management -Carsten Brzeski -Global Head of Macro and Chief Economist at ING Deutschland Their perspectives on navigating today’s intricate market dynamics were nothing short of enlightening! Interested in joining future discussions? Get involved here: https://bit.ly/4a2E8M0 #FrankfurtFundForum #InvestmentInsights #FundSelection #MacroEnvironment

Our first fund selector panel of the day gathered industry leaders for an in-depth exploration of "Climate & Investing 2025: Anticipating Sustainable Strategies in a Post-Election Landscape." The wealth of expertise shared made for an exceptionally enriching experience. Interested in joining future discussions? Get involved here: https://bit.ly/4a2E8M0 #FundSelectorPanel #ClimateInvesting #SustainableStrategies #InvestmentInsights #ClimateAction #SustainableFinance #FutureOfInvesting

Exciting Kick-off at the Frankfurt Fund Forum! This morning, we were thrilled to welcome Germany's top fund selectors and global asset managers back for another year of inspiration and collaboration! Get ready for an action-packed day filled with insightful discussions, engaging presentations, thought-provoking panel debates and unparalleled networking opportunities We're eager to hear from industry leaders, including: 🎤 Martin Nybye Sørensen, Head of Corporate Bonds at Jyske Capital, who will delve into “Consistent Alpha in Corporate Bonds: Multi-Factor Precision and Fundamental Insight.” 🎤 Daniel Ko, Senior Equity Analyst at Macquarie Asset Management, sharing his expertise on “Future-Proofing Infrastructure: How New Policies can Support Investment Strategies.” Plus, we’ll kick things off with opening remarks from Bloomberg Intelligence’s Kaidi Meng and CFA Society Germany's Uwe Zoellner CFA. A big thank you to our media partner, CNBC, for helping us in fostering important industry connections. 💡 Interested in learning more or getting involved in future events? Check out our upcoming opportunities here: Explore Now >> https://bit.ly/4a2E8M0 #FrankfurtFundForum #AssetManagement #FundSelectors #Networking #InvestmentStrategies #MarketInsights #CorporateBonds #EmergingMarkets

With Trump and Harris in a tight race, markets brace for potential volatility—how are you hedging your bets? With just two weeks until the U.S. presidential election, Donald Trump and Kamala Harris are statistically neck-and-neck among likely voters across seven key swing states, according to a Bloomberg News/Morning Consult poll. This week, the IMF highlighted the heightened market uncertainty surrounding the election, given the candidates' significantly divergent trade priorities. This disparity could lead to another period of volatility in global markets, akin to the turbulence experienced during August’s selloff. Safe-haven assets have shown mixed performance recently, as investors seek different characteristics for hedging in a volatile market. Gold has been the leading choice, up over 32% year-to-date. Treasuries, however, have provided limited risk protection amid rising fiscal deficit concerns; the U.S. 10-year yield has increased by about 30 basis points since January, now at 4.2%. Meanwhile, the U.S. dollar index climbed over 3% in October, with Goldman Sachs analysts projecting further strength if Trump wins, which could lead to a 10% drop in the Euro due to his tariff policies. Bitcoin, often called "digital gold," has also been on an upward trend since early September, buoyed by both Trump and Harris signalling support for crypto-friendly policies to attract voters. With election polls showing Trump and Harris in a tight race, market implied volatility remains elevated, with the VIX index still hovering near its high range for the year. Investors concerned with safeguarding their portfolios may increasingly turn to safe-haven assets to protect against potential downside risks tied to the outcome of the U.S. election. (Source: Bloomberg Finance L.P.) #Election2024 #MarketVolatility #SafeHavenAssets #Crypto #Gold #USD #EconomicOutlook

📢 Evenco International is delighted to announce our partnership with CFA Society Germany and Bloomberg Intelligence for the upcoming Frankfurt Fund Forum! We’re excited to welcome our senior German fund selectors once again for an amazing day of forward-looking investment discussions on October 29th at the iconic Steigenberger Icon Frankfurter Hof Hotel. Uwe Zöllner, CFA and Kaidi Meng will open the event, setting the stage for in-depth insights on topics like Adjusting Fund Selection in a Complex Macro Environment and Climate & Investing 2025: Anticipating Sustainable Strategies in a Post-Election Landscape. For more details on this exclusive event, click here > https://bit.ly/3zEWBBP #FundForum #CFAGermany #Bloomberg #Investmenting #SustainableFinance

As China navigates the post-pandemic landscape, its challenges are complex: a mix of historical legacies, economic reform needs, and the tensions of an autocratic yet entrepreneurial society. While China’s consumer market is a compelling growth driver, unlocking its full economic potential requires significant policy shifts to foster innovation and counter emerging crises like the real estate bubble and youth unemployment. CIO Tommaso Leodari, collaborates with us to explore these issues in our latest article. Join us for deeper insights and actionable strategies in our upcoming webinar on Emerging Markets, where Tommaso will speak live on November 28th. Sign up here for an hour of forward looking insights > https://lnkd.in/e9tsgagh #ChinaEconomy #Innovation #EmergingMarkets #EconomicReform #RealEstateCrisis #YouthUnemployment #ConsumerMarket

And that's a wrap! A huge shoutout to all our sponsors, CFA Society Ireland, Bloomberg Intelligence, and all our fantastic speakers for making the 2024 Dublin Fund Forum a monumental success! Your contributions truly elevated the experience. 👏 A special thanks to our keynote speaker, Michael J. McGrath, Assistant Secretary General at the Department of Finance Ireland, for his insightful presentation on "CO2 Reduction Policies." Your expertise sparked valuable conversations among our attendees! The excitement doesn't end here! The year is far from over, and we’ve got more exciting events lined up. Stay connected to discover what’s next >>> https://bit.ly/4a2E8M0 #DublinFundForum #AssetManagement #FundSelectors #Sustainability #Networking #FinanceEvents #DigitalFuture #Robotics #InvestmentOpportunities #ISTrends

A major highlight of our Dublin Fund Forum this morning was the insightful discussion from our Fund Selector Panel on achieving zero CO2 emissions portfolios! Our experts shared invaluable perspectives that are essential for driving responsible investing forward. Don’t miss the chance to gain insights and expert takeaways from industry leaders. Interested in joining future discussions? Get involved here: https://bit.ly/4a2E8M0 #SustainableInvesting #ZeroCO2 #FundSelector #ClimateAction #ESGInvesting #GreenFinance #InvestmentStrategies