Raif growth continues, but signs of caution emerge
Luxembourg’s Raif market shows resilience in 2024, but Investment Officer’s data analysis shows slowing sub-fund launches, revealing growing caution in alternative fund markets.
El-Erian: ‘Yields won’t drop further without a recession’
The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer. While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown downturn materializes, bond yields are unlikely to fall significantly.
The underestimation of artificial intelligence
The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation.
Can global equities provide benefits in any political or geopolitical environment?
Schroders : Can global equities provide benefits in any political or geopolitical environment?
Equal Weight: A common-sense approach
Invesco now offers the largest Equal Weight UCITS ETFs range globally. Learn more about Equal Weight exposures, which have gained traction as investors seek diversification and reduced concentration risk.
RBC BlueBay: Overreach?
It could be the beginning of the end for the American empire…
Natixis’ Setbon warns of sector upheaval as costs keep rising
“Active management is back.” That was the message from Philippe Setbon, CEO of Natixis Investment Managers, at the firm’s Thought Leadership Summit in Paris on Thursday.
No one will win when the dollar starts wavering
Can the U.S. dollar maintain its status as a global reserve currency? And what happens when that status starts to waver?
Chart of the week: is Dr. Copper still relevant?
Since the beginning of this year, the price of copper has risen by over 20 percent. So, Dr. Copper is telling us loud and clear that a recession isn’t coming. Right?
Frieden calls for ‘smarter’ regulation, not deregulation
Luxembourg’s Prime Minister Luc Frieden has urged European leaders to cut regulatory complexity and mobilize private capital to address the continent’s economic and security challenges, arguing that excessive bureaucracy is stifling investment.