Selling America is misreading of bigger picture, US managers say
A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the economic backdrop remains stubbornly solid, the case for US assets is alive and kicking, America’s largest investors say.
J-curve of U-turn
Meer dan tien jaar schrijf ik al stukjes voor beleggers, economen en iedereen die maar enige interesse heeft in de financiële markten. Vooral extreem negatieve verhalen, verhalen over de waan van de dag of verhalen met een overdreven titel doen het goed. Hoewel ik zo nu en dan in categorie één wordt gestopt, ben ik meestal niet zo goed in zulke verhalen. Maar vandaag heb ik een onderwerp dat elke dag bovenaan de hitlijsten staat: Artificial Intelligence.
Galactic American IPOs set to test passive investors as index rules shift
A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US equity markets just as index providers move to fast-track their inclusion. Asset managers expect this combination could inject fresh volatility into passive investment strategies.
‘Wealth transfer increases risk of outflows for advisors’
Asset managers and financial planners need to focus more explicitly on heirs in the run-up to the “Great Wealth Transfer” in order to limit asset outflows and safeguard their own future. They should, in fact, behave more like a family office.
‘Euro stablecoin stands or falls with support from major banks’
A dozen major European banks have joined forces to offer a euro stablecoin to clients by the end of this year. “We have a better chance of creating a broadly supported stablecoin than fintechs,” said Floris Lugt, CFO of Qivalis, the joint venture that will issue the crypto payment instrument.
Beijing’s handshake
While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations on Iran were taking place, the real news last week unfolded 6,000 kilometers away.
Why short-dated bonds make sense in uncertain times
Why short-dated bonds make sense in uncertain times
Investors are getting used to war. That worries Pieterse-Bloem.
The conflict in the Middle East hit financial markets less hard than expected. Rabobank strategist Mary Pieterse-Bloem sees in that not just relief, but a risk.
Heinzl takes helm at Quintet as cost pressure defines next phase
The new chief executive of Europe’s quietly ambitious private bank starts work this week. His profile suggests a fixer. The question is what he intends to fix.
Value investing is growing up
For much of the past decade, value strategies have been widely dismissed. Ultra-low interest rates, scarcity of growth, and the relentless rise of Big Tech left value investing looking like a relic of a financial past.