Saxo sees demise of Opec, Nvidia rally, and 3D-printed hearts
In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.
Investors aim for greater sustainability in private markets
Institutional investors worldwide are accelerating their shift towards sustainable private markets, according to three studies conducted by L&G, Schroders, and Montana Capital Partners. They are increasing allocations to ESG-focused sectors such as renewable energy, healthcare, and infrastructure.
Thirty-six trillion reasons to question the American bravoure
In the United States, a sense of self-satisfaction about Europe is palpable. But how sustainable is this bravado?
Belfius AM considers a return to defence stocks
The war between Russia and Ukraine is prompting European asset managers to reconsider defence stocks, partly at the urging of their clients.
Defense stocks shield Europe against market malaise
The gap between the US and European stock markets has rarely been so wide. This week, the escalation in Ukraine has driven the markets even further apart. One sector, ironically enough, is bravely holding its ground: defense. For investors looking to invest in this sector, there still seems to be ample opportunity, though many grapple with ethical dilemmas.
Asset owners see tech reducing dependence on managers
Disruptive technology is shaping nearly every aspect of the global asset management industry, from growth and competition to innovation and acquisitions, according to PWC’s Asset and Wealth Management Survey 2024.
Europe’s forgotten market: can unloved investments stage a comeback?
Europe’s equity market is increasingly viewed as a neglected corner of global investing—overshadowed, overlooked, and unloved.
The traditional anchor status of German Bunds is under pressure
Germany’s decision to hold early elections on 23 February could reshape its economic and fiscal policies, with potential implications for German Bunds’ role as Europe’s fiscal anchor.
Efama chief urges EU action on taxes to unify markets
Efama chief Tanguy van de Werve highlights the urgent need for tax harmonisation to overcome fragmentation and create a competitive, unified European market.
Esma roadmap sets 11 October 2027 for T+1 transition in EU
Esma has proposed 11 October 2027 as the date for the European Union to adopt a T+1 securities settlement cycle, cutting the time between trade execution and settlement from two days to one.