Capital Group | 5 keys to investing in 2025
The landscape continues to evolve, presenting challenges and opportunities for investors.
Morningstar: BNY Mellon vs Colchester in global government bonds
The global government bond Morningstar category, launched in October 2024, reflects a growing fund landscape with 117 distinct offerings as of February 2025. Divergent economic structures, policy responses, and political backdrops shape investor sentiment.
The path the ECB has chosen leads to disaster
The monetary forest through which Christine Lagarde and the rest of the ECB are wandering appears to have only one path. During the latest press conference, the ECB President made it clear that the direction of the bank’s interest rate journey is downward.
Treasuries ignored politics, but consumer data shifts sentiment
Investor sentiment has shifted as Trump’s policies fuel inflation fears, but plunging consumer confidence signals economic weakness, driving U.S. Treasury yields lower.
People moves: Baloise, Hauck, Schroders, Capital Group, SocGen
This week’s overview of transfers and other people moves in and around Luxembourg includes updates from Baloise Luxembourg, Hauck & Aufhäuser, Schroders Capital, Capital Group, and Société Générale.
Strong inflow into European equity ETFs, thanks in part to Financials and Industrials
European equity ETFs have experienced a strong net inflow this year. Although the market is driven in the short term by news, investors are ready to expand their positions. Both the inflow into financials and that into industrials is noteworthy.
Esma: Further research needed for a better understanding of fund costs
Esma acknowledges that further research is necessary to obtain a more complete picture of the costs of European investment funds. The European regulator made this statement following criticism from industry association Efama regarding a recent Esma report on these costs.
State Street, SS&C unwind IFDS as tech reshapes transfer agencies
State Street and SS&C Technologies are restructuring their transfer agency operations in Luxembourg and Ireland by dismantling their International Financial Data Services LP (IFDS) joint venture after nearly 20 years, as the industry moves toward automation and blockchain-driven solutions.
To invest or to speculate?
On the stock markets, the obsession with relative performance has taken on worrying proportions.
Unlocking the Power of CLOs
As the financial landscape evolves, investors seek new opportunities to diversify portfolios and generate returns. Collateralised Loan Obligations have gained significant attention recently as one such investment.