World’s top US growth manager puts faith in God, not tech-bubble prophets
The world’s number one US growth manager, according to Citywire’s manager rankings, says fundamentals still rule, even as bubble talk grows louder. He’d rather put his trust in God.
Pimco’s ceo Roman warns fund industry against AUM-obsession
Pimco chief executive Emmanuel Roman warned that the asset-management industry’s obsession with attracting cash risks diluting performance and investor trust.
The US is entering an era of ‘post-truth statistics’
In October, the US failed to deliver one of its most closely watched economic reports: the monthly jobs data. The blackout has deepened doubts over whether the world’s largest economy can still produce reliable data, even once the releases resume.
Split on rate path, US firms agree on how to position in Treasuries
US asset managers are finding common ground on one point: the short end of the U.S. Treasury curve is where investors should be. The reasoning behind that stance, however, differs sharply.
Trump’s new Fed governor openly defies Fed consensus
Open defiance from Stephen Miran underscores political tensions at the Fed, though markets still expect gradual easing.
Tokenized funds set to eclipse traditional structures
Tokenized funds will overtake traditional structures within five years, says Keyrock CEO Kevin de Patoul, citing cheaper, transparent, inevitable on-chain vehicles.
Fed poised to cut rates as investors warn of stagflation-lite scenario
With inflation still running close to 3 percent, investors warn the Federal Reserve may be cutting into a “stagflation-lite” backdrop: weaker growth alongside stubborn price pressures.
Robinhood set to hack Europe’s equity rulebook using MiCA
Robinhood, the Silicon Valley-based brokerage known for disrupting Wall Street with zero-commission trading and meme-stock mania, is making a bold play for Europe. Its strategy? Rewire equity markets using blockchain.
Schroders Capital defends continuation funds against mounting criticism
Against a wave of skepticism, Schroders is one of the few large firms openly championing continuation funds. Nils Rode, chief investment officer at Schroders Capital, argues the criticism is overblown. The funds, he says, typically offer about 25 percent faster liquidity, more predictable returns, and fees that are roughly half those of traditional buyouts.
Markets ignore Trump’s Fed shenanigans as bond strains grow
Markets are shrugging off Donald Trump’s attempt to fire Federal Reserve governor Lisa Cook. Economists warn the strain is nonetheless showing in long-term U.S. rates and the dollar, raising questions over how long investors can keep ignoring political lawlessness.