Surely this must be the end of the rally
The equity allocation of US households has risen to 60 percent. The last time stocks had this much weight in the average retail portfolio was during the ‘Dotcom’ bubble. This can leave one to conclude that a stock market crisis is imminent.
Opinion: Closing the global biodiversity funding gap is addressing systemic challenges
Aligning financial flows to reach the global biodiversity goals in the “decade of delivery”
The end of the non-dom regime in the United Kingdom
The proposed abolition of the current Non-Dom tax regime marks a significant shift in the UK’s fiscal framework. The new Labour UK government will be taking forward earlier plans to harmonise UK tax resident individuals’ taxation on the basis of their worldwide income and gains, albeit with some modifications.
PGIM: Recognising energy transition reality
Net zero has made investors rethink their exposure to energy investments. While some avoid fossil fuels entirely, it is increasingly apparent that this is unrealistic.
What’s in a (fund)name?
In the apparently almost never-ending battle against greenwashing, the European Securities and Markets Authority (ESMA) set a next step by publishing, on 21 August 2024, its new guidelines on funds’ names using ESG or sustainability-related terms (the Guidelines).
Fund Radar: US growth stock funds out of favour
US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they were certainly not the only stocks to record a strong performance. And yet, despite the magnificent returns, investors seem wary and are now withdrawing money from funds investing in this market segment.
What do Invesco's political strategists think about the 2024 US presidential race?
As Kamala Harris becomes the Democratic nominee for President, the race for the White House and control of Congress is intensifying.
Capital Group | AI fever: Has it gotten too hot?
Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold. Has it gotten too hot ?
Transfer Thursday: Lombard Odier, EDB, Blackrock
This week’s overview of transfers, appointments, and other career news in the fund and asset management community in and around Luxembourg includes updates from Bank Lombard Odier, European Depositary Bank and Blackrock.
Alternative Investments Mid-Year Outlook
As we move through 2024 the landscape for alternative investments remains dynamic. Understanding these nuances is crucial. Learn more from the Franklin Templeton Institute.