US cut lures investors, but best opportunities may be short-lived
European investors are eyeing the rapid price shifts in the US bond market, driven by expectations of interest rate cuts. While the rise in US government bond prices has been enticing, seasoned investors are now questioning how long this rally can last.
Starlink: broadband from above
Starlink is making high-speed internet available to millions of people who would otherwise lack access to a stable, fast connection.
Navigating Market Extremes: The ever so important role of diversification
Equity markets have reached extreme levels of market concentration. This is largely the result of a few mega-cap companies with stellar stock performance. It is important in these types of markets to continue to seek diversification strategies.
The US presidential election and the innovation ecosystem
The 2024 US presidential election could have broad and enduring implications for how and where innovation thrives, and for America’s continued leadership in new and emerging technologies.
Draghi report could spark a turning point, says Robeco
The warning that the future of the European Union is at stake, as expressed in Mario Draghi’s report on Monday, could signal a shift in sentiment and perception among policymakers and investors. This is the view of Robeco, outlined in their outlook for the 2025-2029 period.
RBC BlueBay - The US election and clean energy
How could the result of the US election shape climate action?
Shift to passive investing forces asset industry to reinvent itself
The first half of 2024 revealed contrasting fortunes for European asset managers as they navigate volatile markets, shifting investor sentiment, and regulatory pressures.
European real estate market on cusp of a change
Signs are emerging that European real estate may have reached a bottom and is about to embark on a period of growth. But the next cycle is likely to be very different. Here’s why.
Euroclear to distribute Blackrock’s private funds, Eltifs
BlackRock and Euroclear on Tuesday announced a partnership aimed at expanding the distribution of Blackrock’s private market funds through Euroclear’s FundsPlace platform. This collaboration focuses on making private markets more accessible to a wider range of investors by utilising Euroclear’s fund distribution network.
‘Smaller stocks have never been so cheap’
Small-cap stocks have long underperformed their large-cap counterparts, now trading at a discount. For those with a long-term perspective, this could represent a compelling entry point, says Scott Woods, manager of the Columbia Threadneedle Global Smaller Companies fund.