World teeters on brink of geopolitical and environmental crises, warns WEF
The world faces mounting challenges in 2025, according to the latest Global Risks Report published by the World Economic Forum.
The great danger in consensus forecasts; CIOs address 2025
Several chief investment officers from Dutch private banks have raised concerns about the “great danger” of consensus forecasts on US equities for 2025.
Trump’s opening moves set tone for US inflation
Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?
Trump’s second term
Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks with Russia, China, and inflation could shape global markets profoundly, write Han Dieperink in his latest column.
Time for a new shirt for Europe
The “rigid” European business community will have to learn to embrace change to remain internationally competitive. Investment opportunities abound on the old continent, but investors must look beyond its scratched image.
The market maintains confidence in US insurers despite wildfires
The “outrageous” prediction by Saxo Bank of a major climate disaster impacting the insurance industry in 2025 became a reality last week. The effects of California’s wildfires are being felt within the insurance sector. However, the predicted crisis has not materialised, as investors remain confident in the industry’s resilience.
Investors say they want global macro strategies amid uncertainty
After a decade in the shadows, global macro hedge funds are reclaiming the spotlight. As market volatility resurges, professional money managers are eyeing global macro as a cornerstone of their hedge fund strategies.
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
Blackrock’s climate alliance exit: Business as usual for investors
Blackrock’s withdrawal from the Net Zero Asset Managers (NZAM) initiative has sparked debate, but institutional investors remain largely unaffected.
Number of European ETFs surpasses 4.000
The number of ETFs listed on Euronext exchanges rose by 5 percent last year, exceeding 4.000, while the number of investment funds declined by the same percentage to just over 2.300. In the United States, the number of ETFs grew by approximately 15 percent in 2024, reaching 3.920.