Investing

Despite fewer rate cuts than anticipated, the ’bonds are back’ narrative itself has returned with renewed vigour.

The collapse of Prime Minister Michel Barnier’s government has pushed France to a critical juncture, marking what some economists are calling “the end of the free ride” for a country long criticised for its fiscal indiscipline. Bond markets meanwhile embrace Denmark as a best practice example for the eurozone.

In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.

Institutional investors worldwide are accelerating their shift towards sustainable private markets, according to three studies conducted by L&G, Schroders, and Montana Capital Partners. They are increasing allocations to ESG-focused sectors such as renewable energy, healthcare, and infrastructure.

In the United States, a sense of self-satisfaction about Europe is palpable. But how sustainable is this bravado?

The war between Russia and Ukraine is prompting European asset managers to reconsider defence stocks, partly at the urging of their clients.

The gap between the US and European stock markets has rarely been so wide. This week, the escalation in Ukraine has driven the markets even further apart. One sector, ironically enough, is bravely holding its ground: defense. For investors looking to invest in this sector, there still seems to be ample opportunity, though many grapple with ethical dilemmas.

Disruptive technology is shaping nearly every aspect of the global asset management industry, from growth and competition to innovation and acquisitions, according to PWC’s Asset and Wealth Management Survey 2024.

Europe’s equity market is increasingly viewed as a neglected corner of global investing—overshadowed, overlooked, and unloved.

Germany’s decision to hold early elections on 23 February could reshape its economic and fiscal policies, with potential implications for German Bunds’ role as Europe’s fiscal anchor.