Return of mercantilism: what are the impacts for the debt markets?
Mercantilism, an economic doctrine that reached its apogee in 19th-century United States, is returning to the forefront as the new Trump administration rapidly rolls out protectionist economic and industrial policies.
Widespread climate of uncertainty is likely to impact global economic growth
The Trump administration's announcement in early April of much higher-than-expected tariffs has created a widespread climate of uncertainty that is likely to impact global economic growth in the months ahead.
Markets buoyed by news on trade talks and the Fed chair
Two weeks ago, the 2025 roller coaster surged as Trump confirmed he never planned to fire Fed Chair Powell, Treasury Secretary Bessent eased China tariffs, and Musk announced he'd step back from the Department of Government Efficiency (DOGE)...
AI helpt obligatiebeleggers liquiditeit te voorspellen
Kunstmatige intelligentie staat op het punt een doorbraak te forceren in de wereld van vastrentende waarden. Dankzij nieuwe AI-tools kunnen beleggers de liquiditeit op de obligatiemarkt beter begrijpen én voorspellen. Voor actieve beheerders en institutionele beleggers die snel willen schakelen kan dat van groot belang zijn.
Schroders Capital : €1bn in distributions from European Buyout and Growth strategy
Schroders Capital delivers €1bn in distributions from European Buyout and Growth strategy in 2024 resulting in a distribution rate of 17%
Invesco - Gold update
Gold had one of its best monthly performances in March, gaining 9.3%. Heightened uncertainty around looming trade tariffs supported the yellow metal. Global flows into gold exchange-traded products were positive for the fourth-straight month.
Schroders Capital partners with Apple to launch a second China clean energy strategy
Schroders Capital partners with Apple to launch a second China clean energy strategy
Private Growth Equity: a $5 trillion investment opportunity
Today’s leading private growth companies are natural monopolies with sizable growth opportunities. Many are growing 30-60 per cent each year, and some are among the 50 largest companies in the wor
RBC BlueBay: Little to celebrate on ‘Liberation Day’ for America
AApril has arrived, but spring is not in the air for Europe.
M&G CEO bets on European inflows to counter UK outflows
Joseph Pinto, chief executive of M&G’s asset management division, has downplayed concerns over recent client outflows, saying the group’s long-term strategy and strong investment performance in continental Europe position it well to return to net growth in 2025.