Max Severijns

Even the staunchest opponents of easing U.S. interest rate policy are now conceding. Among them is Torsten Slok, chief economist of private equity fund Apollo Global Management and a fervent supporter of the zero-cut stance.

Few stocks remain untouched in a market correction. An attempt by the editorial team to find out what asset managers are buying during the dip immediately fails: “Timing a bull-market correction is pointless,” they say.

While the old-school stocks and bonds portfolio is increasingly supplemented with private investments, specialists suggest this shift might be unnecessary.

Is the surge in small-cap stocks the “Great Rotation” or just a speculative bubble? Investment Officer gauges the sentiment.

European institutional investors wishing to capitalize on anticipated rate cuts by the Federal Reserve are turning to curve steepeners.

Economists at the International Monetary Fund (IMF) assert that Europeans invest insufficiently in venture capital.

Investment advisors in both the US and Europe have been expressing a desire to increase allocations to alternatives, but the average allocation has remained modest, according to gatekeeper surveys by Cerulli and PGIM.

Norway’s sovereign wealth fund, the Government Pension Fund Global, has dethroned its Japanese counterpart and is now the world’s largest asset owner.

In the event of Donald Trump’s re-election as US President, a big shift in trade policy could happen.

More and more US ETF providers are launching buffered products that fully hedge downside risk. The costs, however, also eat into the returns.