Alternatives form cornerstone of BNP Paribas AM growth strategy
BNP Paribas Asset Management expects its alternatives division to grow by 5 to 6 percent annually and to consolidate its leading position in Europe. The asset manager said it is barely affected by the negative sentiment surrounding private credit.
Laffers lijntje
De signalen dat burgers en bedrijven bereid zijn om hun land te verlaten als de belastingdruk maar hoog genoeg wordt, nemen zienderogen toe. Daarmee duwt een reeds 50 jaar oude economische theorie, die lange tijd als nietszeggend hersenspinseltje werd weggezet, zich pontificaal in de schijnwerpers.
European banks aren’t overexposed to the Middle East, but their borrowers might be
European banks have little direct exposure to the Middle East, says European credit rating agency Scope. However, as tensions in the region threaten to push up energy prices and slow economic growth, the risks for lenders may emerge elsewhere: in the balance sheets of the companies they finance.
The rise of AI may make smallcap outperformance harder
Machine learning is increasingly used to identify inefficiencies in small- and midcap markets. But as more investors adopt the same technology, it could make generating alpha more difficult.
Playing with the optimal investment mix
An unprecedented wealth transfer is underway. Over the next two decades, an estimated 124,000 billion dollar in assets will shift globally from the baby boomer generation to younger generations.
Tuerlinckx Tax Lawyers: arrange timely access to MyMinFin to file Belgian CIV tax return
The Belgian tax administration has further digitalized the procedure for filing the tax on collective investment institutions (CIV tax). In principle, the tax return must now be submitted electronically through the MyMinFin portal.
The Great Monetary Illusion: Why equity markets soar in a fragile world
Many investors today look at global equity indices and wonder how markets have risen so sharply over the past two decades in an environment marked by tepid economic growth, recurring geopolitical shocks and rising public debt burdens.
Shake-out in active management not over says M&G
The shake-out in active asset management is far from finished, even as some firms regain momentum in the battle for investor flows, according to Joseph Pinto, chief executive of M&G Investments.
Chart of the week: the hidden cost of Trump’s war
The price of a barrel of crude oil surged past the $100 mark as the situation in the Middle East escalated further. A small price to pay, according to the president of the United States. Yet I suspect Trump is taking too narrow a view of the true cost of this new military intervention – if he is even considering those costs at all.
Oil shock puts central banks ahead of difficult rate decisions
The war between the United States, Israel and Iran is casting a shadow over a crucial week for central banks. The US Federal Reserve meets on Wednesday, followed a day later by the European Central Bank.