Nuclear revival in Europe mainly benefits the US
British Prime Minister Keir Starmer announced a multibillion-dollar deal last week with the US for the construction of a series of Small Modular Reactors (SMRs). Although the so-called “nuclear renaissance” is also taking shape in Europe according to investors, they see American companies as the main beneficiaries.
Call for European investment savings plan modeled on Sweden
Sweden has encouraged 3.8 million households to start investing through a tax-friendly savings plan. Industry voices are calling on Europe to follow the Swedish example to help channel the 1,400 billion euro in household savings into investments.
Carmignac’s flagship fund stages a comeback, without the crowd
After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of recovery.
‘Shy ETF’ reignites active-passive investing debate
The accelerating growth of active ETFs is blurring the lines between active and passive management. Critics warn that it may be an old trap in a new disguise: funds that claim to be active but behave almost exactly like an index—the so-called closet trackers.
No businesses, no favorable investment climate in Europe
It’s hard to speak of a favorable investment climate when companies are leaving. While the shine may have worn off American exceptionalism, Europe’s problems remain unresolved as long as European companies continue relocating their headquarters abroad.
Berlin’s reform agenda on shaky ground after failed chancellor vote
Friedrich Merz’s failure to secure a Bundestag majority has shaken Berlin’s political establishment and cast serious doubt over the ambitious economic reform agenda promised by Germany’s new coalition government.
IMF: geopolitical events can depress stock prices by 1 percent
Major geopolitical events can depress global stock prices by around one percent per month. In emerging markets, the impact can be as much as 2.5 percent. That’s according to the International Monetary Fund, which warns that geopolitics has started to exert greater influence on stock markets over the past few years.
Investors are gaining a digital teammate with AI
Institutional investors remain cautious about integrating AI technology into the workplace. They’re exploring the possibilities step by step, looking to add a digital “sparring partner” to their investment teams.
Defense stocks struggle to keep up with the expectations treadmill
The German Bundestag’s decision to boost defense spending through debt issuance triggered a correction in European defense stocks. Investors are taking profits on high valuations as questions arise about whether they are still justifiable.
Emerging markets regain appeal as US equities look overvalued
Emerging markets may finally be ready to retake the spotlight as investors are taking a fresh look at opportunities beyond Wall Street.