US banks split on Fed’s next move as market grows certain of cut next month
A September rate cut now carries a 93 percent probability, according to CME’s FedWatch. The country’s largest banks, meanwhile, can’t even agree on the year, let alone the month, as their strategists make the rounds on U.S. financial news.
Analysts see even more upside in European banks
Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.
Analysts see even more upside in European banks
Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.
When the index calls the shots
Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto as speculative. The irony is hard to miss, but the real lesson is that so-called passive investing is becoming anything but passive.
Henk van Eldik: ‘Luxembourg is at its best when it’s informal’
Henk van Eldik has lived and worked in Luxembourg for decades. As an expert on the funds industry, he sees how the Grand Duchy continues to evolve as an innovative European investment center.
AI unlocks new avenues for quant investing at Northern Trust
Northern Trust Asset Management has recently made a significant expansion to its quantitative investing team, prompting a shift in its approach.
Why even pros get beta wrong
Beta shows to what extent a portfolio moves in line with the market. But how well do investors really understand this relationship?
Morningstar: Winton vs AQR in trend-following strategies
Trend-following strategies, also known as managed futures, have historically performed well during periods of strong market movements.
Blended finance gains momentum in Belgian market
Belgium’s impact investing sector has plenty of untapped potential, says Pierre Harkay, CEO of Impact Finance Belgium.
ESG funds increasing exposure to defense, data confirms
ESG investment funds in Europe have sharply increased their exposure to defense stocks, according to new Morningstar data that offers the most comprehensive look yet at how sustainable finance is responding to geopolitical pressure.