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.
High interest rates as an explanation for strong economy? Nonsense!
Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.
Fund Radar: Why investors bet big on underdog funds despite odds
The surge in global equities is primarily driven by large-cap stocks. Smaller companies have not fared as well, and this disparity has persisted since 2021, Morningstar Fund Radar’s analysis shows.
Fund flows: iShares leads in May, CS biggest laggard
iShares funds topped the list of asset-gatherers last month, while funds offered by Swiss bank Credit Suisse led those facing significant redemptions, according to data compiled by Morningstar.
Efama: Vigilance needed as funds thrive on non-EU investors
How non-EU investors drive growth in European funds and why vigilance remains crucial in the European investment landscape.
CFA analysts support better governance in private markets
CFA analysts support better governance of private markets.
Vive la sixième république!
Never before have there been so many elections in a single year, and yet another one looms.