Trump’s looming tariffs could trigger inflation shock
In the event of Donald Trump’s re-election as US President, a big shift in trade policy could happen.
For nervous investors, buffered ETFs offer a way out
More and more US ETF providers are launching buffered products that fully hedge downside risk. The costs, however, also eat into the returns.
With Preqin, BlackRock brings indexing to private markets
BlackRock’s strategic 3.2 billion dollar acquisition of U.K. data firm Preqin opens the door towards indexing private markets and can be seen as a defensive move against the threat of private equity.
Investors seek shelter abroad amid French election chaos
The spread on French government bonds has peaked again, showing that financial markets are on edge ahead of Sunday’s elections. Until they conclude later in July, many investors are favouring other European government bonds. “Any reminder of the European debt crisis is a red flag for international investors,” one analyst remarked.
European family offices eye bargains in tumbling US real estate
European family offices are taking advantage of falling US real estate prices, seeking opportunities in prime office spaces and “trophy assets” despite market instability.
Benelux pension funds are major contributors to US private equity bonuses
Research by Ludovic Phalippou of Oxford University reveals that Benelux pension funds are the third largest sponsors of performance bonuses for US private equity firms.
Sport is the new eye candy for family offices and private equity
Ultra-rich families are increasingly casting their eye on sports as an asset class. According to Goldman Sachs, interest is fuelled by rising valuations and lucrative media contracts.
US court nixes transparency rules for private funds
The SEC’s push for transparency in private markets was dealt a severe blow by a U.S. court ruling last week.
Fiscal recklessness awakens ‘bond vigilantes’ ahead of US elections
As the US presidential election nears, the bond market braces for a potential resurgence of the “bond vigilantes.” Investment Officer spoke to the man who coined the term, Edward Yardeni.
Luxembourg steps up its game in New York to stay ahead of Ireland
Amid a surge in global wealth, Luxembourg is bolstering its efforts to retain its edge over Ireland as the premier European hub for American asset distribution. The country’s recent strategic push, highlighted by high-profile events in Boston and New York, aims to capitalise on the surge in alternative financing strategies.