RBC BlueBay - In praise of unconstrained investing
We discuss why the diverse universe of Emerging markets debt benefits from an unconstrained approach.
US elections: stick to the fundamentals
Predicting which way the stock market will swing after a White House campaign has been a fool’s game historically. Track the broader factors driving company fundamentals instead.
M&G faces significant net client outflows in first half
Despite efforts to streamline operations and cut costs, UK-headquartered asset management and insurance firm M&G continues to face challenges in adapting to a shifting market environment and evolving client preferences.
Belgian banks brace for €22 bln bond bonanza
The largest maturity date in Belgium’s financial history. That is how Peter Adams, CEO of ING Belgium, describes today’s expiry of the much-debated one-year state note, on 4 September.
Exit markets in private equity remain difficult, says Partners
Partners Group, the Swiss-based private markets investment firm that is also a major player in Luxembourg, has reported a significant decline in performance fees for the first half of 2024 because investment exits are being postponed and becoming more difficult.
SEC orders monthly portfolio disclosures for US funds
The Securities and Exchange Commission (SEC) has introduced new regulations requiring fund managers to disclose their investment holdings on a monthly basis, replacing the current quarterly reporting schedule.
Index funds: Bridging the gap between performance and returns
Index rules and procedures can create a significant divergence between overall market performance and the returns that investors in index funds actually receive.
There’s no transition without transmission
What do Artificial Intelligence (AI), heat pumps and electric vehicles (EV) have in common? They are among the great hopes for a successful transition to a more sustainable future, and they need electricity – a lot of electricity.
The AI revolution is separating the wheat from the chaff
Technological dominance is the new geopolitical battleground. Companies and countries alike must embrace artificial intelligence if they don’t want to be left behind. This is part six in Investment Officer’s seven-part special series on geopolitics and investing.
Is the Eurozone really outperforming the U.S. on debt? Not so fast!
It might seem like Europe has its financial house in better order than the United States. But hold on a moment — this might just be an optical illusion!