In the long run, optimists still win
Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of returns, resilience, and diversification wisdom.
Dutch pension funds are rethinking government bonds
Dutch pension funds are rethinking government bonds, sparking a shift that could ripple through eurozone yields and global fixed income portfolios.
Luxembourg lays foundation for a digital sovereign debt strategy
Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital treasury certificates based on blockchain technology.
AI brings new clarity to bond market liquidity forecasting
Artificial intelligence is fast becoming a game-changer in fixed-income investing, offering powerful new tools to understand and forecast bond market liquidity, an essential metric for active bond managers and institutional investors.
A ‘structural’ Trump could be even more challenging for Europe
As Europe braces for Trump’s return, Bill Campbell at Doubleline warns of a ‘Terrible Trifecta’ of political, economic, and external pressures disrupting global order in 2025
Investors face a tightrope walk in 2025, warns AXA IM
European investors are heading into 2025 with a stark warning: tread carefully. Analysts at Axa Investment Managers (Axa IM) have painted a picture of fragile markets, wavering economies, and thin margins for mistakes.
Wait, bonds are back? Still?
Despite fewer rate cuts than anticipated, the ’bonds are back’ narrative itself has returned with renewed vigour.
Europe’s forgotten market: can unloved investments stage a comeback?
Europe’s equity market is increasingly viewed as a neglected corner of global investing—overshadowed, overlooked, and unloved.
Trump’s comeback: European bond markets seen as safe haven
Believe it or not, Donald Trump’s return to the White House might just be good news for Europe’s fixed income markets. While U.S. investors brace for renewed protectionism and inflation risks, Europe’s debt landscape is showing signs of resilience—possibly even appeal.
Will debt sink the American empire?
With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.