Vive la France!
The European election results have sent shockwaves through traditional media and financial markets alike, primarily due to the significant shift towards right-wing parties.
Pension funds now prioritise quality in ESG investments, study shows
Pension funds are increasingly shifting their focus from merely accumulating ESG-labelled assets to emphasising the quality and impact of these investments, a survey has concluded.
Morningstar Fund Radar: US large-cap value equities
There remain dedicated value investors who, with relentless perseverance, scour the US stock market in search of overlooked gems that can shine once again.
Macron's election gamble points to Eurozone financial instability
Macron’s election gamble points to Eurozone financial instability
‘We will never succeed if we don’t bring it together in a genuinely European context’
Transcript of the interview with Esma Chair Verena Ross.
US court nixes transparency rules for private funds
The SEC’s push for transparency in private markets was dealt a severe blow by a U.S. court ruling last week.
Finally, a stir
The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been a bit boring at times. But with the latest set of macro figures, things are getting a bit more exciting again, with a likely good outcome as a result.
I have regularly been called a “permabear” over the past 12 months, if not longer. Because even though the US economy in particular was steaming ahead, the chances of a recession have never been zero, in my opinion.
An autonomous EU would create a new framework for investors
Caution is required when selecting stocks of European listed companies as the European Union works on a policy to promote strategic autonomy in response to a rapidly changing geopolitical environment. Part 2 in our special series on geopolitics and investing.
ECB cuts, does not commit to next steps amid persistent inflation
The European Central Bank’s (ECB) decision to cut its benchmark interest rate for the first time since 2019 underscores a strategic but cautious approach to managing persistent inflation in the Eurozone. “The ECB did not pre-commit to a specific path for further interest rate cuts,” Ulrike Kastens, Europe economist at Europe’s third-biggest asset manager DWS, told investors.
Quintet’s Dutch subsidiary is upbeat on Europe’s prospects
While economic growth and growth expectations for the US are leveling off slightly, the European economy appears to be strengthening. A unique moment lies ahead: the European Central Bank (ECB) may pre-empt the Federal Reserve (Fed) with rate cuts.