Luxembourg labyrinth: Daisy Mae’s quest to launch a fund
Daisy Mae faces a complex journey launching a railway investment fund in Luxembourg amidst regulatory challenges and tight deadlines.
‘Timing a bull-market correction is pointless’
Few stocks remain untouched in a market correction. An attempt by the editorial team to find out what asset managers are buying during the dip immediately fails: “Timing a bull-market correction is pointless,” they say.
Listed infrastructure: Seizing opportunities amid global change
As we navigate an era of rapid technological advancement and increasing emphasis on sustainability, infrastructure emerges as a crucial investment opportunity.
Market carnage: Global stocks plummet amid recession fears
Stock markets worldwide were under pressure on Monday, with the Japanese stock market’s price loss particularly notable. Analysts say many factors are at play. ‘There is no reason to panic, but it is also not a time to buy.’
Unravelling of yen carry trades amplifies market turmoil
The yen carry trade, a longstanding financial strategy of borrowing cheaply in Japan to invest in higher-yield assets abroad, is undergoing a rapid and disruptive unwinding.
Asset owners do not need PE to fulfill fiduciary duty, investors say
While the old-school stocks and bonds portfolio is increasingly supplemented with private investments, specialists suggest this shift might be unnecessary.
Time to question the central bank herd mentality
Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and the total number of interest rate steps that will be implemented over a given period, writes Jeroen Blokland.
PGIM Investments: Key trends set to shape H2 2024
PGIM asset managers highlight key trends that are shaping the second half of 2024 and identify attractive opportunities to prepare investors for the next phase of this economic cycle.
BNP Paribas wants to acquire AXA IM for €5.1 bln
BNP Paribas Group announced on Thursday that it has entered into exclusive negotiations to acquire AXA Investment Managers (AXA IM) from AXA.
How serious is the ‘Great Rotation’ to small cap stocks?
Is the surge in small-cap stocks the “Great Rotation” or just a speculative bubble? Investment Officer gauges the sentiment.