PGIM Investments: Bonds benefit from four-decade discounts and elevated yields
Against a backdrop of a resilient economy and impending rate cuts, we maintain a bullish outlook for fixed income and think it’s a compelling entry point.
The US consumer is once again the strong link in a generally weak global economy
In the second quarter, the American consumer was once again the strong link in a generally weak global economy, note Guy Wagner and his team in their latest monthly market report "Highlights".
The carry trade: a popular but risky currency strategy
The carry trade is a well-known currency trading strategy that has gained huge popularity among investors and traders in recent years.
Fund radar: Sustainable funds and UK stocks out of favour
Despite global securities markets enjoying a robust first half of 2024 and various investment categories capturing the interest of European investors, some segments failed to impress. Which asset classes, investment styles, and regions fell out of favor with investors?
Emerging markets private credit: why now?
Changes in the banking sector and market dislocation have created opportunities for private credit in emerging markets.
LTPA association aims for transfer pricing excellence
The Luxembourg Transfer Pricing Association brings together 22 specialists dedicated to addressing the evolving complexities of transfer pricing. President Vanessa Ramos Ferrín spoke to Investment Officer.
Transfer Thursday: ING Luxembourg, Vitis Life, DWS, Abrdn
This week’s overview of transfers, appointments, promotions and other career news includes updates from Vitis Life, ING Luxembourg, DWS, and Abrdn.
Even zero-cut advocates now concede to market sentiment
Even the staunchest opponents of easing U.S. interest rate policy are now conceding. Among them is Torsten Slok, chief economist of private equity fund Apollo Global Management and a fervent supporter of the zero-cut stance.
Schroders : What’s behind the stock market sell-off?
Schroders : What’s behind the stock market sell-off?
‘We are in a market where DLR/JPY could move both ways violently’
Ritesh Jain, former chief investment officer for BNP Parisbas and Tata and founder at Pinetree Macro, spoke to Investment Officer about Monday’s market crash and highlighted the critical role of BOJ policies