China’s sudden electric car boom stirs strategic concerns
China’s rapid emergence as a market leader in electric vehicles (EVs) has sparked significant concerns throughout the European Union. Are the expansions of Chinese automakers into Europe a modern-day Trojan horse?
Will debt sink the American empire?
With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.
Quintet says Europe improving faster than US
Despite the rightward tilt of the recent European parliamentary elections, Quintet Private Bank’s chief investment officer is talking up what seems like unexpected good news for Europe.
Investors seek shelter abroad amid French election chaos
The spread on French government bonds has peaked again, showing that financial markets are on edge ahead of Sunday’s elections. Until they conclude later in July, many investors are favouring other European government bonds. “Any reminder of the European debt crisis is a red flag for international investors,” one analyst remarked.
CSSF confirms Amundi’s Nvidia holdings within legal limits
Luxembourg financial regulator CSSF has confirmed that the 34.49 percent holding in Nvidia by an Amundi fund does not constitute a breach of the 2010 law on undertakings for collective investment, which caps Ucits investments in most individual stocks at 10 percent.
Beleggingsfondsen trimmen Nvidia-posities door spectaculaire winsten
Fondsen met allocaties aan Nvidia, de Amerikaanse producent van kunstmatige intelligentiechips, zaten aan hun concentratielimieten voordat het aandeel tijdens recente handelssessies wat van zijn spectaculaire winsten begon in te leveren.
Value investing is dead, long live value investing
A company’s human capital is difficult to value, but the art of attracting and retaining talent is often the starting point of disruptive innovation.
European family offices eye bargains in tumbling US real estate
European family offices are taking advantage of falling US real estate prices, seeking opportunities in prime office spaces and “trophy assets” despite market instability.
Tax breaks seen as essential for Eltif success in European markets
European ambitions to boost capital flow through increased retail investment, exemplified by the European Long-Term Investment Fund (Eltif), hinge on tax incentives to encourage widespread savings, essential for success.
Benelux pension funds are major contributors to US private equity bonuses
Research by Ludovic Phalippou of Oxford University reveals that Benelux pension funds are the third largest sponsors of performance bonuses for US private equity firms.