Investing

Demonstrating the impact of sustainable investment remains a significant challenge, according to participants involved in producing a joint report by the Luxembourg Sustainable Finance Initiative (LSFI) and PwC Luxembourg.

Avoid European equities and steer clear of most bonds. According to major investment houses, this is the key strategy to prevent issues in investment portfolios next year.

VanEck, the US-based pioneer of exchange-traded funds (ETFs), has recently launched VanEck Direct, a new app that enables the company to sell investment products directly to retail investors—bypassing banks and brokers.

Despite fewer rate cuts than anticipated, the ’bonds are back’ narrative itself has returned with renewed vigour.

The collapse of Prime Minister Michel Barnier’s government has pushed France to a critical juncture, marking what some economists are calling “the end of the free ride” for a country long criticised for its fiscal indiscipline. Bond markets meanwhile embrace Denmark as a best practice example for the eurozone.

In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.

Institutional investors worldwide are accelerating their shift towards sustainable private markets, according to three studies conducted by L&G, Schroders, and Montana Capital Partners. They are increasing allocations to ESG-focused sectors such as renewable energy, healthcare, and infrastructure.

In the United States, a sense of self-satisfaction about Europe is palpable. But how sustainable is this bravado?

The war between Russia and Ukraine is prompting European asset managers to reconsider defence stocks, partly at the urging of their clients.

The gap between the US and European stock markets has rarely been so wide. This week, the escalation in Ukraine has driven the markets even further apart. One sector, ironically enough, is bravely holding its ground: defense. For investors looking to invest in this sector, there still seems to be ample opportunity, though many grapple with ethical dilemmas.