Investing

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer. While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown downturn materializes, bond yields are unlikely to fall significantly.

Institutional investors in the Benelux region plan to allocate more capital to private markets this year.

Stock prices in the healthcare sector are on the rise. Innovation is driving growth, and investors appreciate the defensive qualities of the sector, experts say.

Emerging markets may finally be ready to retake the spotlight as investors are taking a fresh look at opportunities beyond Wall Street.

The range of active ETFs in Europe is growing rapidly and Robeco is also investing heavily in the development of this asset class. The Rotterdam-based fund house brought in Nick King from Fidelity to roll out its ETF strategy, resulting in the launch of four equity ETFs last autumn. In 2025, the focus will be on bonds.

European exchange-traded fund (ETF) assets could more than double to exceed 4,000 billion dollars by 2029, according to a new projection by PwC.

The import tariff proposed by Donald Trump on goods from the EU may inject some volatility into European stock markets, but investors in European equities remain largely unconcerned.

Mixed funds have been experiencing a strong net outflow of assets for two years. A lower interest rate could reverse the negative trend, but for now, investors show little interest, said Morningstar analyst Thomas De fauw.

Investor sentiment has shifted as Trump’s policies fuel inflation fears, but plunging consumer confidence signals economic weakness, driving U.S. Treasury yields lower.

European equity ETFs have experienced a strong net inflow this year. Although the market is driven in the short term by news, investors are ready to expand their positions. Both the inflow into financials and that into industrials is noteworthy.