Don't invest in banks, except those from Japan
If you want to generate returns through stocks, focus on companies that achieve a higher return on invested capital than it costs to raise that capital. This is the essence of value creation.
Invesco | Paul Jackson's Uncommon Truths
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
Following the curves: AI trendlines and the case for long-term growth
The evolution of GenAI will bring revolutionary change that will enable innovation, accelerate growth and boost the efficiency of the global economy, according to Jonathan Curtis of the Franklin Equity Group.
Private Equity in an ETF? BlackRock's ambitious push faces skepticism
Private equity, long reserved for the wealthy, could soon be available to everyday investors through ETFs. But experts are raising concerns about whether this innovation is truly viable and beneficial.
Banque Havilland’s demise opens old wounds in Luxembourg
Banque Havilland, once a discreet player in the European private banking sector, is now caught in a severe regulatory storm. This case has also reignited old tensions related to the 2009 sale of Icelandic bank Kaupthing’s Luxembourg unit to the Rowland family, the financiers behind Banque Havilland.
Cellar Investment Partners launches new wine fund via Luxembourg
Cellar Investment Partners is introducing a new investment fund that focuses on the wine market. The fund was registered in Luxembourg last month.
Japan's investment appeal remains strong despite recent turmoil
Japan, once a global leader in technology and innovation during the 1980s and 1990s, has faced relative stagnation in recent decades. Nevertheless, the country still offers untapped potential for growth investors, according to Donald Farquharson, Japan specialist at Baillie Gifford.
Latest Eltif 2.0 RTS proposal seen as ‘workable’ for Luxembourg
Marc Meyers and Sebastiaan Hooghiemstra at Loyens & Loeff highlight the key changes in the draft regulatory technical standards for Eltifs, and see the latest proposal by the European Commission as a “reasonably workable” match for Luxembourg’s market practice.
Chart of the week: The great rebalancing
Government bonds have long enjoyed a special place in investors’ portfolios. Often seen as a cornerstone of stability, their appeal as a safe haven is rarely questioned.
PGIM Investments: Bridging energy gaps becomes key to decarbonisation
The multi-decade transition to a lower-carbon economy offers an array of investment opportunities. Areas that help bridge the gap between old and new energy sources can help broaden alpha potential.