Investing

Mixed funds have been experiencing a strong net outflow of assets for two years. A lower interest rate could reverse the negative trend, but for now, investors show little interest, said Morningstar analyst Thomas De fauw.

Investor sentiment has shifted as Trump’s policies fuel inflation fears, but plunging consumer confidence signals economic weakness, driving U.S. Treasury yields lower.

European equity ETFs have experienced a strong net inflow this year. Although the market is driven in the short term by news, investors are ready to expand their positions. Both the inflow into financials and that into industrials is noteworthy.

The market for joint EU bonds is likely to grow significantly in the coming years. In any case, the likelihood of this has increased considerably following the outcome of Sunday’s German parliamentary elections. This is according to financial analysts, asset managers and institutional investors.

Investors, once emboldened by the so-called ‘Trump trades’ - long U.S. dollar, short U.S. government bonds, and overweight anything American - are now struggling to identify the next structural theme. The big uncertainty: tariffs.

At the edge of the abyss, the most beautiful flowers bloom. According to Sebastian Kahlfeld, senior fund manager at Deutsche Asset Management (DWS), Poland, Ukraine’s neighbouring country, offers a proxy opportunity to invest in Ukraine’s reconstruction.

The gold price has already risen by more than 40 percent in a year. Private banks are not deterred by this significant price increase from designating the precious metal as the ideal hedge against geopolitical turbulence in the Trump II era.

Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For decades, German elections have been predictable and uneventful, but this time, much more is at stake—far beyond just the composition of the Bundestag.

BLI’s cio Guy Wagner unpacks Trump’s unpredictability, US market dominance, and shifting investment cycles—how geopolitics and demographics reshape global finance today.

US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent, reinforcing arguments for a more cautious approach to interest rate cuts by the Federal Reserve.