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Analysts see even more upside in European banks

Submitted by jip.schoon@inv… on Thu, 14 Aug 2025 - 06:27
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Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.

Analysts see even more upside in European banks

Submitted by raymond.frenke… on Thu, 14 Aug 2025 - 06:02
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Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.

Transfers: Flow Traders, Blackrock

Submitted by raymond.frenke… on Thu, 14 Aug 2025 - 06:00
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This week’s overview of people transfers and appointments includes updates from Flow Traders and Blackrock.

When the index calls the shots

Submitted by raymond.frenke… on Wed, 13 Aug 2025 - 06:00
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Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto as speculative. The irony is hard to miss, but the real lesson is that so-called passive investing is becoming anything but passive.

Henk van Eldik: ‘Luxembourg is at its best when it’s informal’

Submitted by raymond.frenke… on Wed, 13 Aug 2025 - 06:02
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Henk van Eldik has lived and worked in Luxembourg for decades. As an expert on the funds industry, he sees how the Grand Duchy continues to evolve as an innovative European investment center.

AI unlocks new avenues for quant investing at Northern Trust

Submitted by raymond.frenke… on Tue, 12 Aug 2025 - 06:02
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Northern Trust Asset Management has recently made a significant expansion to its quantitative investing team, prompting a shift in its approach.

Why even pros get beta wrong

Submitted by raymond.frenke… on Tue, 12 Aug 2025 - 06:00
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Beta shows to what extent a portfolio moves in line with the market. But how well do investors really understand this relationship?

Greece: Economic comeback? Or just a stimulus illusion?

Submitted by raymond.frenke… on Mon, 11 Aug 2025 - 06:00
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Greece is booming again, but is the recovery real or just stimulus-driven? Han de Jong examines the economic fundamentals.

Morningstar: Winton vs AQR in trend-following strategies

Submitted by raymond.frenke… on Fri, 08 Aug 2025 - 06:02
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Trend-following strategies, also known as managed futures, have historically performed well during periods of strong market movements.

Blended finance gains momentum in Belgian market

Submitted by raymond.frenke… on Fri, 08 Aug 2025 - 06:00
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Belgium’s impact investing sector has plenty of untapped potential, says Pierre Harkay, CEO of Impact Finance Belgium.

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