Carmignac’s flagship fund stages a comeback, without the crowd
After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of recovery.
Dutch pension funds are rethinking government bonds
Dutch pension funds are rethinking government bonds, sparking a shift that could ripple through eurozone yields and global fixed income portfolios.
WTax: The hidden cost of extra time
Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results than relying on default timelines, writes Reuben John at WTax. Acting early allows investors put recovered cash to work sooner.
The global economy is bumping along
The global economy is bumping along, awaiting the impact of recent fiscal support measures announced in the USA and Germany, note Guy Wagner and his team in their latest monthly market report "Highlights".
Luxembourg lays foundation for a digital sovereign debt strategy
Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital treasury certificates based on blockchain technology.
What would stagflation mean for equity investors?
According to Duncan Lamont, CFA Head of Strategic Research at Schroders, history suggests that in an environment of low growth and high inflation, stocks may not perform as poorly as investors fear.
Sustainable fashion can deliver strong returns
How many pairs of jeans do you own? Did you buy them new, or did you go to a second-hand store to get them?
‘Modest’ JP Morgan active ETF climbs to top of European charts
JP Morgan Asset Management’s actively managed U.S. equity ETF is now the largest of its kind in Europe—and the most widely held active fund in fund-of-funds portfolios. How did it get there? Not by bold bets, says portfolio manager Piera Elisa Grassi, but precisely by avoiding them.
Capital Group | Tariff resilience: What makes some companies stand strong?
As the 90-day pause on country-specific tariffs ends, a strategic focus on which companies are built for resilience could be more constructive than succumbing to short-term anxieties.
Chart of the week: The Next Catalyst
Now that several major trade deals—however skewed and ambiguous—have been announced, markets are left searching for the next catalyst to keep the bull market alive. One likely candidate can be found in some rented office space in Washington.