Asset Owner

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer. While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown downturn materializes, bond yields are unlikely to fall significantly.

The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation.

“Active management is back.” That was the message from Philippe Setbon, CEO of Natixis Investment Managers, at the firm’s Thought Leadership Summit in Paris on Thursday.

Can the U.S. dollar maintain its status as a global reserve currency? And what happens when that status starts to waver?

Since the beginning of this year, the price of copper has risen by over 20 percent. So, Dr. Copper is telling us loud and clear that a recession isn’t coming. Right?

Luxembourg’s Prime Minister Luc Frieden has urged European leaders to cut regulatory complexity and mobilize private capital to address the continent’s economic and security challenges, arguing that excessive bureaucracy is stifling investment.

Institutional investors in the Benelux region plan to allocate more capital to private markets this year.

For investors in alternative energy companies, the election of an American president whose slogan is “drill, baby, drill” was bad news. Since Donald Trump won the election on November 6 and became the 47th president of the United States, funds in the Morningstar Equity Sector Alternative Energy category have significantly underperformed global equities.

Wall Street wobbles, nerves fray—European investors stay cool, filter the noise, and focus on long-term stability amid market turbulence.

Stock prices in the healthcare sector are on the rise. Innovation is driving growth, and investors appreciate the defensive qualities of the sector, experts say.