Esma faces uphill battle to emerge as European SEC
In an interview with Investment Officer, Esma chair Verena Ross outlined her vision and the significant challenges ahead as the regulatory body aims to become Europe’s equivalent to the US SEC.
Asset allocators mainly want to boost bond investments
A combination of increased volatility and ongoing political and economic uncertainty is pushing financial institutions in Europe and Asia toward bonds. Asset allocators at several hundred of these firms expect to significantly increase their allocation to the asset class.
No easy fix for world’s copper deficit, says industry executive
While this week’s spike in copper prices may have grabbed headlines, veteran mining executive Ernest Mast, based in Toronto, believes it signals something deeper: a market entering a structural phase shift, complicated by geopolitics, policy, and supply-side inertia.
Morningstar: JPMorgan vs. Polar Capital in emerging markets equities
Emerging markets extended their strong start to the year with another solid quarter. The Morningstar EM TME Index rose nearly 3 percent in Q2, outpacing the Morningstar Global TME Index, which gained 2.5 percent. As a result, emerging markets have now widened their outperformance over developed markets to nearly 4 percent year to date.
What if your economic memory is too good?
Large language models may seem brilliant at making predictions, but often it’s just memorization. And that has implications for investors relying on LLMs for economic analysis.
Transfers: BIL’s Serrurier-Hoël appointed CEO of Mirabaud
This week’s overview of people transfers and appointments includes updates from Mirabaud, Alfi, Carmignac and River Global.
Cyclical sectors benefit most from artificial intelligence
The development of artificial intelligence (AI) is set to transform many industries. In addition to the software sector, heavy industry and mining may be among the biggest winners, according to experts.
Jan Longeval: ‘Turbulence in the Japanese bond market’
Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the bond vigilantes have run wild. But there is also unrest in the Japanese bond market—and perhaps that should worry us even more.
Indosuez completes Luxembourg integration of Degroof Petercam
Degroof Petercam, once a pillar of Belgian finance, has now been fully absorbed into the Indosuez group in Luxembourg, marking the end of its independent operations in the Grand Duchy.
Investing in defense and ESG: three perspectives, no consensus
It’s a question that concerns every asset manager: to what extent are defense and weapons stocks compatible with the sustainable principles of ESG? A joint report by the labeling organizations Forum Ethibel (Belgium) and LuxFLAG (Luxembourg) doesn’t provide a definitive answer but does outline the many dilemmas involved.