Answers from the campfire
Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time, questions didn’t come through the chat, but as paper airplanes floating through the air. Some landed in the fire and were answered immediately. Others fell into the ashes. Time to pick those up.
Split on rate path, US firms agree on how to position in Treasuries
US asset managers are finding common ground on one point: the short end of the U.S. Treasury curve is where investors should be. The reasoning behind that stance, however, differs sharply.
Private banking coveted prize in European bank consolidation
ABN Amro’s private banking operations are a key asset for parties considering a takeover of the bank, even though the division’s financial results are generally weaker than those of its competitors.
The human factor in factor investing
Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt, maar in de portefeuilles van de mensen die ze bezitten?
CM-AM GLOBAL GOLD, REVIEW AND OUTLOOK
The CM-AM Global Gold fund is benefiting from the rise in gold and mining stocks, supported by strong results, silver/copper diversification, and active management focused on quality and positive outlooks.
US tariffs have not derailed global economic growth so far
So far, US tariffs have not derailed global economic growth, which remained stable during the summer, note Guy Wagner and his team in their latest monthly market report "Highlights".
Biodiversity impacts - how to measure progress
With food security for billions hanging in the balance, it’s no wonder questions about how to produce healthy food are growing. Feeding the world is no small feat. Find out more about our measurable and innovative practices in regenerative farming.
Morningstar: JP Morgan vs Artisan in global equities
Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings. Fewer than 6 percent of actively managed funds qualitatively assessed by Morningstar analysts in Europe achieve a High score on both the People and Process pillars, placing them in the highest conviction category.
Haroon Sheikh: ‘Struggle between great powers has only just begun’
The long-assumed stability of Europe is over. Wars on the periphery, a crumbling system of free world trade, and great powers using economic interdependence as a weapon: the continent is under pressure. “The world in which investors must navigate has become more unpredictable.”
Trump’s new Fed governor openly defies Fed consensus
Open defiance from Stephen Miran underscores political tensions at the Fed, though markets still expect gradual easing.