Trump 2.0
Donald Trump still leads in the polls. This has sparked a surge in so-called ‘Trump trades,’ reminiscent of market reactions seen during his previous tenure.
Fund Radar: High-yield bonds remain popular
High-yield bonds remain in demand among investors whose main focus is on absolute returns, this week’s Morningstar Fund Radar shows.
BPCE to acquire Belgian bank Nagelmackers
Nagelmackers, Belgium’s oldest bank, is set to be acquired by La Caisse d’Epargne Hauts de France, a regional bank under the umbrella of the French banking group BPCE.
‘The people who created the Sicar were like startup entrepreneurs’
The celebration of the 20th anniversary of the Sicar structure, Luxembourg’s first private markets fund vehicle, has underlined the need for further reforms in Luxembourg and its globally envied fund management sector.
Transfer Thursday: CSSF, Apex, Capital Group
This week’s overview of transfers, appointments, promotions and other career news includes updates from Luxembourg supervisor CSSF, Apex Group and Capital Group.
JD Vance as the new power player
Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate markets a firm shift.
Investors turn to steepeners to capitalize on Fed cuts
European institutional investors wishing to capitalize on anticipated rate cuts by the Federal Reserve are turning to curve steepeners.
Central bank gold fever grips investors as well
Geopolitical tensions, inflation uncertainties, and high equity market valuations are driving a trend towards investing in gold.
Lack of boldness in venture capital is Europe’s ‘costly weakness’
Economists at the International Monetary Fund (IMF) assert that Europeans invest insufficiently in venture capital.
‘Dancing on the volcano - as long as it lasts’
High valuations and geopolitical risks indicate potential overheating and future uncertainties. Europe, with its heavy dependence on third-party suppliers for essential goods and raw materials, finds itself particularly vulnerable. The pressing question: Can Europe sustain its economic power and prosperity while effectively merging ambitious climate policies with a resilient industrial sector?