Global gold ETF holdings surge, doubling in two years
Assets in gold ETFs and ETCs have more than doubled worldwide in just two years, rising from nearly 200 to 439 billion dollars. “In the current gold rally, these instruments have gained significant momentum.”
Fed poised to cut rates as investors warn of stagflation-lite scenario
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.
Why a zero allocation to crypto is hard to justify
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.
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Pensions: the missing link in European venture capital
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.
Back to business, discover our convictions for the remainder of 2025
Politics dominate in the U.S. and Europe. France faces instability; the U.S. economy stays resilient despite inflation risks and the Eurozone shows gradual recovery, with Germany leading and the ECB remaining cautious.
Critics fear EuroPension repeats mistakes that doomed PEPP
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.
Article ETF Snapshot: Summer break 2025 – it’s been a hot one!
US$62.3bn of NNA was gathered in two months, bringing YTD to US$226.5bn—74% into equities. US beta led August inflows, surpassing Global Equities. The USD shifted from return driver to risk in 2025—explore ideas to position for this change.
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.
Morningstar: Pimco vs Bluebay in Euro bond funds
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.