Listed infrastructure powers AI—and vice versa
The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class, according to ClearBridge Investments.
Blockchain Bill IV ‘major push’ for future capital market infrastructure
In light of the recent blockchain law proposal, founder and CEO of Moniflo, Georges Bock, shares his views on the potential of distributed ledger technology (DLT) in transforming capital market infrastructure.
Schroders : Five market-moving sustainability risks with potential to impact now
Schroders : Five market-moving sustainability risks with potential to impact now
PGIM Investments: Stealth bond bull market continues
Attractive starting yields, impending rate cuts, resilient corporate fundamentals, and subdued default rates contribute to a compelling outlook for bonds.
Chart of the Week: a chart that argues against a recession
A new (American) recession remains a hot topic. And it’s understandable because a significant series of interest rate hikes by the Federal Reserve, coupled with an inverted yield curve, typically leads to economic trouble. You’d need a well-supported “this time is different” argument to claim there’s no chance of a recession.
Fund Radar: Individuals still prefer to invest in (fossil) energy
Investors continue to have unwavering confidence in oil company Shell, according to recent research by De Nederlandsche Bank. This makes Shell still a cornerstone in many Dutch investment portfolios. However, professional investors view (fossil) energy stocks very differently.
Aegon AM appoints Shawn Johnson as new CEO
Aegon N.V. has named Shawn C.D. Johnson as the new Chief Executive Officer of Aegon Asset Management (Aegon AM). Johnson will assume his role on 23 September, succeeding Bas NieuweWeme, who is stepping down to pursue other career opportunities. NieuweWeme will remain with the company as an advisor until 1 December to ensure a smooth transition.
Capital Group | Five views on tumbling markets
With global equity markets selling off sharply in the first few days of August, investor sentiment has quickly shifted from exuberance to apprehension.
Recent tech outages serve as reminders to push operational resilience
The outages and disruptions impacting the financial sector this month serve as stern reminders about vulnerabilities linked to tech reliance. Regulations such as DORA, however, show a certain maturity to pre-empt such problems, experts say.
Transfer Thursday: State Street Corporation, Janus Henderson, CCF, Waystone
This week’s overview of transfers, appointments, promotions and other career news includes updates from State Street