Market concentration at a 92-year high, UBS Yearbook finds
There aren’t many must-reads in the investment world, but UBS’ Global Investment Returns Yearbook is one of them. Compiled by academics at London Business School and Cambridge University, the annual report digs into long-term market trends, often challenging conventional thinking.
Luxembourg has high hopes for supercycle in private markets
The annual Luxembourg Private Equity Association (LPEA) Insights Conference drew over 1,000 professionals to the Grand Duchy this year, underscoring the nation’s status as the largest global private markets hub outside the United States.
As yields rise, interest in Euro government bonds picks up
As yields increase, several fund houses have recently bought European government bonds, following the ‘huge sell-off’ in this market. In the meantime, commodities should ease the pain of high inflation.