Interest rates fall, but recovery remains elusive in China
China’s 10-year bond yield has recently dropped below 1.6 percent, a consequence of a weakening economy plagued by deflation. For the first time in 14 years, restrictive monetary policy has shifted towards a moderately expansionary stance. The goal: to support the economy and repair reputational damage.
Investors deprioritise ESG due to economic uncertainties
ESG factors are playing an increasingly diminished role in the investment decisions of institutional parties. For the vast majority, short-term performance takes precedence over the long-term benefits of sustainable investing.
Private investors brace for an uncertain 2025
The year 2025 is set to be an uncertain one for investors in private markets, with particular concerns surrounding Donald Trump’s political agenda. However, experts also identify opportunities.
Belgian private banking consolidates: all eyes on Degroof Petercam
2024 was a year of further consolidation in the Belgian private banking market. Many are eager to see what room for manoeuvre Degroof Petercam will have under its new French owner, Indosuez.
Dirk Coveliers: EU ruling on Dutch withholding tax creates opportunities for insurers
The European Court of Justice has ruled against the Netherlands for its discriminatory treatment of foreign insurers compared to domestic ones in the taxation of dividends.
SKAGEN Focus: Looking below the radar to find ESG’s future leaders
Why neglected small-caps driving real-world changes can be the big winners of the green transition.
Off the Beaten Path: Staying True to Dividend Investing
Over the past few years, we have noticed a remarkable shift: the dividend yield of global dividend strategies has been in decline. Increasing exposure to mega-caps with steep valuations has shifted the category away from high dividend yields.
Stock market concentration: a SKAGEN perspective
As a dwindling number of stocks drive global equity returns, what are the implications for markets and investors?
RBC BlueBay: Trump 2.0: the themes driving EM Debt
We discuss why emerging markets reacted as expected to Trump’s stunning win.
Invesco - Annual Investment Outlook 2025 - 4 December, 2024
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income, emerging markets, and private markets; and the potential for artificial intelligence to influence global growth.