Art insurance rises on radar of wealth advisors
Art insurance is gaining traction in Belgium as discretionary collectors increasingly prioritise professional protection, clear provenance and fiscal transparency.
IMF: geopolitical events can depress stock prices by 1 percent
Major geopolitical events can depress global stock prices by around one percent per month. In emerging markets, the impact can be as much as 2.5 percent. That’s according to the International Monetary Fund, which warns that geopolitics has started to exert greater influence on stock markets over the past few years.
Loomis Sayles’ Lynda Schweitzer still backs duration
Even after a turbulent few weeks in bond markets, Lynda Schweitzer remains committed to a duration-based strategy in fixed income.
The first 100 days
As we approach the milestone of President Donald Trump’s first one hundred days back in the White House, it is time to assess the impact his administration has had on both policy and markets.
Morningstar: Neuberger Berman vs Pimco in emerging market debt
Emerging markets struggled in the first quarter, but Neuberger Berman and Pimco’s global emerging market bond strategies still shine. One with conviction, and the other with diversification.
Investors are gaining a digital teammate with AI
Institutional investors remain cautious about integrating AI technology into the workplace. They’re exploring the possibilities step by step, looking to add a digital “sparring partner” to their investment teams.
AI helpt obligatiebeleggers liquiditeit te voorspellen
Kunstmatige intelligentie staat op het punt een doorbraak te forceren in de wereld van vastrentende waarden. Dankzij nieuwe AI-tools kunnen beleggers de liquiditeit op de obligatiemarkt beter begrijpen én voorspellen. Voor actieve beheerders en institutionele beleggers die snel willen schakelen kan dat van groot belang zijn.
Chart of the week: roulette policy
Whether you walk away believing that President Trump will make the world “fairer,” dream of Trumpian tax cuts and deregulation, or recoil at his trade wars and extreme unpredictability, the harsh reality is that all of it inevitably comes with more volatility and less growth.
Trump wants Powell out. The supreme court might offer a way
President Donald Trump believes Jerome Powell is standing in his way. He has repeatedly threatened to fire him, but there is no clear legal path to make that happen. Last week, however, the Supreme Court left the door slightly ajar.
Former Kempen team finds adventure at Lightrock
A year after the launch of Lightrock’s first public fund, fund managers Chris Kaashoek and Maarten Vankan say that in 2023, the adventure led them to the British private equity investor. “We were given a unique opportunity to build an asset manager from the ground up.”