Esma faces uphill battle to emerge as European SEC
In an interview with Investment Officer, Esma chair Verena Ross outlined her vision and the significant challenges ahead as the regulatory body aims to become Europe’s equivalent to the US SEC.
Where you’ll find the cheapest and most expensive stock markets in the world
How do you know if stock markets are undervalued or overpriced?
Can the new Texas stock exchange break the East Coast’s hegemony?
Texas aims to challenge the dominant position of New York and Delaware in the U.S. capital markets with a new stock exchange and more flexible regulation. But sufficient liquidity, reliable price discovery, and investor confidence are not easily achieved, said Onnig Dombalagian, professor of law at Tulane University.
‘Investors underestimate the impact of the energy crisis’
The energy crisis and looming jet fuel shortage are a disaster for aviation, but could also hit equity markets hard after all. Asset managers are gloomy about the aviation sector and warn about the consequences for investors.
The Trump-Xi Summit
In 1972, Richard Nixon flew to Beijing convinced that the world was becoming multipolar. He sought to position the United States as one of several great powers, strong enough to balance the Soviet Union and other emerging rivals. What he could not foresee was that his visit would instead mark the beginning of a unipolar era defined by unprecedented American dominance.
Crisis communication: “Everything needs to come out at once”
When asset managers come under fire, there is only one relevant question for them: how do I maintain trust? Their crisis communication should revolve entirely around that.
How CM-AM Convictions Range Combines Discipline, Agility and Expertise?
Across Europe, investors are showing renewed interest in high‑conviction, fundamentally driven equity strategies.
Morningstar: DWS versus Fidelity in German equity
Germany’s economy has struggled for momentum in recent years, weighed down by structural headwinds and weak growth, yet its stock market has told a very different story.
60/40 portfolio under pressure again, ‘but still too early to bury it’
Just like a few years ago, asset managers are once again questioning the traditional 60/40 mix between equities and bonds, as the two asset classes are no longer reacting in opposite directions to market shocks, but increasingly moving in tandem. Is the “safe” 60/40 model portfolio gradually becoming a thing of the past?
Capital Group | Webinar: AI bulls versus bears
In this webinar, equity portfolio manager Chris Buchbinder and economist Jared Franz examine the bull and bear cases for AI: bubble risk, productivity signals and when profitability may show up.