Nvidia disappoints with revenue expectations, delays new chip
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.
‘Comrade Kamala‘s’ economic plans get lukewarm reception
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 AM appoints Shawn Johnson as new CEO
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.
Blockchain Bill IV ‘major push’ for future capital market infrastructure
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.
Chart of the Week: a chart that argues against a recession
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.
Fund Radar: Individuals still prefer to invest in (fossil) energy
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 AM appoints Shawn Johnson as new CEO
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.
Recent tech outages serve as reminders to push operational resilience
The outages and disruptions impacting the financial sector this month serve as stern reminders about vulnerabilities linked to tech reliance. Regulations such as DORA, however, show a certain maturity to pre-empt such problems, experts say.
Don't invest in banks, except those from Japan
If you want to generate returns through stocks, focus on companies that achieve a higher return on invested capital than it costs to raise that capital. This is the essence of value creation.
Private Equity in an ETF? BlackRock's ambitious push faces skepticism
Private equity, long reserved for the wealthy, could soon be available to everyday investors through ETFs. But experts are raising concerns about whether this innovation is truly viable and beneficial.