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Fund Radar: US growth stock funds out of favour

Submitted by raymond.frenke… on Fri, 06 Sep 2024 - 06:00
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US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they were certainly not the only stocks to record a strong performance. And yet, despite the magnificent returns, investors seem wary and are now withdrawing money from funds investing in this market segment.

Exit markets in private equity remain difficult, says Partners

Submitted by raymond.frenke… on Tue, 03 Sep 2024 - 10:48
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Partners Group, the Swiss-based private markets investment firm that is also a major player in Luxembourg, has reported a significant decline in performance fees for the first half of 2024 because investment exits are being postponed and becoming more difficult.

Index funds: Bridging the gap between performance and returns

Submitted by raymond.frenke… on Tue, 03 Sep 2024 - 06:00
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Index rules and procedures can create a significant divergence between overall market performance and the returns that investors in index funds actually receive.

The AI revolution is separating the wheat from the chaff

Submitted by raymond.frenke… on Mon, 02 Sep 2024 - 06:10
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Technological dominance is the new geopolitical battleground. Companies and countries alike must embrace artificial intelligence if they don’t want to be left behind. This is part six in Investment Officer’s seven-part special series on geopolitics and investing.

Is the Eurozone really outperforming the U.S. on debt? Not so fast!

Submitted by raymond.frenke… on Mon, 02 Sep 2024 - 06:01
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It might seem like Europe has its financial house in better order than the United States. But hold on a moment — this might just be an optical illusion!

Fund Radar: corporate bonds are attractive, popular, and expensive

Submitted by jip.schoon@inv… on Fri, 30 Aug 2024 - 06:02
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The fortunes of corporate bonds seem heavily reliant on a ‘soft landing’ scenario, given the tight spreads. However, recent history reminds us that spreads can easily double during a recession.

Nvidia disappoints with revenue expectations, delays new chip

Submitted by raymond.frenke… on Thu, 29 Aug 2024 - 01:10
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Nvidia, the crown jewel of the AI revolution, failed to meet investors’ high expectations on Wednesday night as its third-quarter revenue forecast fell short due to a snag in the production of its new Blackwell chip.

‘Comrade Kamala‘s’ economic plans get lukewarm reception

Submitted by raymond.frenke… on Wed, 28 Aug 2024 - 06:00
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Kamala Harris’ plans to significantly raise corporate taxes and control price increases for essential goods, but these proposals are not being well-received by investors and economists

Blockchain Bill IV ‘major push’ for future capital market infrastructure

Submitted by jip.schoon@inv… on Mon, 26 Aug 2024 - 06:02
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In light of the recent blockchain law proposal, founder and CEO of Moniflo, Georges Bock, shares his views on the potential of distributed ledger technology (DLT) in transforming capital market infrastructure.

Private Equity in an ETF? BlackRock's ambitious push faces skepticism

Submitted by lenneke.arts@i… on Tue, 20 Aug 2024 - 06:02
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Private equity, long reserved for the wealthy, could soon be available to everyday investors through ETFs. But experts are raising concerns about whether this innovation is truly viable and beneficial.

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