Asset Manager

It might seem like Europe has its financial house in better order than the United States. But hold on a moment — this might just be an optical illusion!

The fortunes of corporate bonds seem heavily reliant on a ‘soft landing’ scenario, given the tight spreads. However, recent history reminds us that spreads can easily double during a recession.

This week’s overview includes updates from the EBRD, Degroof Petercam, Solidum and Lighthouse Canton.

Nvidia, the crown jewel of the AI revolution, failed to meet investors’ high expectations on Wednesday night as its third-quarter revenue forecast fell short due to a snag in the production of its new Blackwell chip.

Kamala Harris’ plans to significantly raise corporate taxes and control price increases for essential goods, but these proposals are not being well-received by investors and economists

Aegon N.V. has named Shawn C.D. Johnson as the new Chief Executive Officer of Aegon Asset Management (Aegon AM). Johnson will assume his role on 23 September, succeeding Bas NieuweWeme, who is stepping down to pursue other career opportunities. NieuweWeme will remain with the company as an advisor until 1 December to ensure a smooth transition.

In light of the recent blockchain law proposal, founder and CEO of Moniflo, Georges Bock, shares his views on the potential of distributed ledger technology (DLT) in transforming capital market infrastructure.

A new (American) recession remains a hot topic. And it’s understandable because a significant series of interest rate hikes by the Federal Reserve, coupled with an inverted yield curve, typically leads to economic trouble. You’d need a well-supported “this time is different” argument to claim there’s no chance of a recession.

Investors continue to have unwavering confidence in oil company Shell, according to recent research by De Nederlandsche Bank. This makes Shell still a cornerstone in many Dutch investment portfolios. However, professional investors view (fossil) energy stocks very differently.

Aegon N.V. has named Shawn C.D. Johnson as the new Chief Executive Officer of Aegon Asset Management (Aegon AM). Johnson will assume his role on 23 September, succeeding Bas NieuweWeme, who is stepping down to pursue other career opportunities. NieuweWeme will remain with the company as an advisor until 1 December to ensure a smooth transition.