RBC BlueBay: Making Conclave Great Again
Uneasy calm in the US, new problems for risky assets on the way.
Markets buoyed by news on trade talks and the Fed chair
Two weeks ago, the 2025 roller coaster surged as Trump confirmed he never planned to fire Fed Chair Powell, Treasury Secretary Bessent eased China tariffs, and Musk announced he'd step back from the Department of Government Efficiency (DOGE)...
RBC BlueBay: Are markets bringing Trump to heel?
The president has retreated but he could advance again!
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.
RBC BlueBay: Cautious optimism, but structural concerns remain
Is the worst of the market volatility behind us?
Invesco - Gold update
Gold had one of its best monthly performances in March, gaining 9.3%. Heightened uncertainty around looming trade tariffs supported the yellow metal. Global flows into gold exchange-traded products were positive for the fourth-straight month.
RBC BlueBay: Three drivers of growth and profitability in emerging markets
Earnings growth is set to become a key driver of EM equities returns in 2025.
Private Growth Equity: a $5 trillion investment opportunity
Today’s leading private growth companies are natural monopolies with sizable growth opportunities. Many are growing 30-60 per cent each year, and some are among the 50 largest companies in the wor
RBC BlueBay: Little to celebrate on ‘Liberation Day’ for America
April has arrived, but spring is not in the air for Europe.
Pinsent Masons: technology goes forward in both Luxembourg and the Netherlands
Throughout the financial sector, technology is an important topic and leads to major changes in procedures, with financial companies themselves and also with the regulators. The new rules in Luxembourg for prospectuses should make life easier. In the Netherlands, the regulators lay a focus on the Digital Operations Resilience Act which gives an additional layer of supervision.