Investment Officer Germany

Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin, David H. Solomon, Jun Tu, and Xi Wang reach a surprising and provocative conclusion.

Europe’s pensions supervisor is relaunching the failed Pan-European Personal Pension Product under a new label, EuroPension. Critics warn the project risks repeating past mistakes: too complex to compete with low-cost ETFs, too weak to rival national schemes, and too focused on capital markets at the expense of statutory pensions.

Pimco and Bluebay take different but equally sophisticated approaches to Euro bond investing, with both managers making active use of derivatives to steer portfolios, manage risk, and seize relative value opportunities. Their strategies highlight how synthetic instruments, often seen as opaque, can serve as powerful tools in fixed income investing.

What could hardly be considered a surprise anymore still turned into one. The annual revision of US job growth came in even bigger than expected. As anticipated, it triggered a flood of reactions—though often the wrong ones.

In a world where climate risk is becoming an increasingly prominent factor, I argue that the psychological perception of this risk has a significant and measurable impact on asset prices.

It has been an eventful year so far for emerging market debt. Investors have enjoyed strong returns in US dollars, with the JPM GBI-EM Global Diversified index gaining 11.4 percent through July. India’s weighting in the benchmark has increased, but not all fund managers are equally enthusiastic about the country’s prospects.

Robinhood, the Silicon Valley-based brokerage known for disrupting Wall Street with zero-commission trading and meme-stock mania, is making a bold play for Europe. Its strategy? Rewire equity markets using blockchain.

ABN Amro is set to personalize wealth management for private banking clients. Starting in October, clients with managed portfolios will allocate 10 percent of their portfolio to at least three self-selected themes. To achieve this, the bank invests in structured products, ensuring that a client cannot lose more than 5 percent of their investment per theme.