Investing

Bitcoin Treasury Companies, firms that hold billions of dollars in bitcoin on their balance sheets, are crossing over to Europe. This raises the risk that passive investments, via index funds, could be funneled into one of the most volatile corners of the market.

The US wants to open retirement savings plans to private equity, unlocking a new multi-trillion-dollar market for the sector. The White House calls it much-needed “democratization”; critics say it is a political favor that will leave savers worse off.

After the sharp rise in the gold price, silver is also on the move. Specialists expect further gains, pointing to declining confidence in public finances and fiat money.

An Italian icon is quietly being reshaped through Luxembourg, as Bialetti’s future comes under the influence of global family capital.

A September rate cut now carries a 93 percent probability, according to CME’s FedWatch. The country’s largest banks, meanwhile, can’t even agree on the year, let alone the month, as their strategists make the rounds on U.S. financial news.

Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.

Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto as speculative. The irony is hard to miss, but the real lesson is that so-called passive investing is becoming anything but passive.

Henk van Eldik has lived and worked in Luxembourg for decades. As an expert on the funds industry, he sees how the Grand Duchy continues to evolve as an innovative European investment center.

Northern Trust Asset Management has recently made a significant expansion to its quantitative investing team, prompting a shift in its approach.

Beta shows to what extent a portfolio moves in line with the market. But how well do investors really understand this relationship?