Franklin Templeton Global Investment Management Survey
The Franklin Templeton Institute surveyed portfolio managers across all our asset classes: equity, private equity, fixed income, private debt, real estate, digital assets, hedge funds and secondary private markets.
Luxembourg banks struggling with compliance, AML
Luxembourg’s banking sector, once heralded for its stability and strong governance, is now grappling with substantial hurdles in adhering to anti-money laundering (AML) regulations, a new consultancy report reveals.
China’s sudden electric car boom stirs strategic concerns
China’s rapid emergence as a market leader in electric vehicles (EVs) has sparked significant concerns throughout the European Union. Are the expansions of Chinese automakers into Europe a modern-day Trojan horse?
Will debt sink the American empire?
With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.
Fund Radar: Investor appetite fuels Euro high-yield bonds
European high-yield bond spreads narrowed in May, driven by strong corporate earnings and investor demand, reflecting robust market confidence and providing a favorable backdrop for corporate refinancing and new issues. This edition of the Morningstar Fund Radar shines the spotlight on the Robeco European High Yield Bonds fund.
Paul Jackson's Quarterly Global Asset Allocation Portfolio Outlook | Q3 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.
Video update: What about the small cap premium?
Small caps are currently trading at a discount to large caps, why is this? With many influencing factors, we dive into the details to identify the most important issues for investors to consider.
RBC BlueBay - Perspectives on climate change and nature
RBC BlueBay's Responsible Investment team present their thoughts on why nature is so important to investors
Investors seek shelter abroad amid French election chaos
The spread on French government bonds has peaked again, showing that financial markets are on edge ahead of Sunday’s elections. Until they conclude later in July, many investors are favouring other European government bonds. “Any reminder of the European debt crisis is a red flag for international investors,” one analyst remarked.
Quintet says Europe improving faster than US
Despite the rightward tilt of the recent European parliamentary elections, Quintet Private Bank’s chief investment officer is talking up what seems like unexpected good news for Europe.