Asset Allocation

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.

Europe’s equity market is increasingly viewed as a neglected corner of global investing—overshadowed, overlooked, and unloved.

Bitcoin’s dreamers are closer than ever to their 100,000 dollar milestone. With America’s debt crisis looming, could crypto speculation turn into strategic reality?

At an Amsterdam panel discussion on Friday hosted by Morningstar, industry experts delved into the complexities of integrating human rights considerations into investment decisions and engagement strategies.

Believe it or not, Donald Trump’s return to the White House might just be good news for Europe’s fixed income markets. While U.S. investors brace for renewed protectionism and inflation risks, Europe’s debt landscape is showing signs of resilience—possibly even appeal.

The unexpected re-election of Donald Trump as President of the United States delivered an immediate shake-up on Wall Street Wednesday, creating clear winners and losers across sectors. Small-cap stocks surged while renewable energy and long-term bonds took a significant hit, reflecting investor expectations of a shift in economic and regulatory policies.

Financial markets are reacting with both trepidation and anticipation to Donald Trump’s victory in the 2024 US presidential election. The so-called ‘Red Sweep,’ which also sees Republicans take control of Congress, has investors bracing for substantial shifts in the US economic and political agenda.

Impact investments still face challenges in differentiating themselves on the very metrics they champion, unlike conventional investments focused purely on financial returns, according to Stephen Liberatore, lead ESG-fixed income portfolio manager at Nuveen.