Investment Officer Netherlands

With inflation still running close to 3 percent, investors warn the Federal Reserve may be cutting into a “stagflation-lite” backdrop: weaker growth alongside stubborn price pressures.

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.

Pension funds represent a strategic reservoir to finance innovation and the climate transition in Europe. Despite estimated assets of 2.7 to 3.55 trillion euro, their exposure to venture capital remains marginal: barely 0.1 percent of portfolios, according to a study published by European Women in VC, Pensions for Purpose and Venture Connections.

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.

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.

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.