Investing

This week’s Morningstar Fund Radar shines a spotlight on global equity funds, revealing a stellar performance led by US tech giants and highlighting the political twists shaping investor sentiment worldwide.

Renewable energy stocks have shown underperformance relative to the broader markets for years, even though the long-term outlook remains favourable.

Six months after the rollout of Eltif 2.0, the BlackRock private markets team believes this updated wrapper has the potential to become the vehicle of choice for private market investment.

Investors seeking to achieve real change through their impact investment will find that the passive approach isn’t as effective as an active one, explained John William Olsen (photo), fund manager of the M&G (Lux) Positive Impact fund and the Global Sustain Paris Aligned Fund.

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?

With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.

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.

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.

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.

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.