A major weakening in global growth is still absent
The US administration's tariff policy is generating the first signs of an economic slowdown, although a major weakening in global growth is still absent, note Guy Wagner and his team in their latest monthly market report "Highlights".
Without a real banking union, EU’s investment union is a mirage
The EU’s plan for a Savings and Investment Union risks falling flat unless it completes the banking union first, warns Amundi’s Mahmood Pradhan.
Chart of the week: one big beautiful lie
It’s done. With the deciding vote cast—no less—by Vice President J.D. Vance, the “One Big Beautiful Bill” passed in the US Senate. Yet another piece of evidence that bond investors stubbornly refuse to acknowledge: their asset class is becoming obsolete.
Seizing Potential Opportunities with Active Fixed Income ETFs in 2025
Actively managed exchange-traded funds are on the rise. First introduced in 2008, active ETFs have taken off in recent years, with global assets under management surging to an all-time high of nearly $1.1 trillion in 2024, fuelled by robust inflows.
Alto! Amundi casts a European spell on Aladdin
Amundi COO Guillaume Lesage, in an interview, reveals how Alto is trying to break Aladdin’s spell, offering a European SaaS alternative in portfolio management tech.
A major weakening in global growth is still absent: Perspective by BLI
The US administration's tariff policy is generating the first signs of an economic slowdown, although a major weakening in global growth is still absent, note Guy Wagner and his team in their latest monthly market report "Highlights".
Hind El Gaidi named LPEA president, succeeding Mansfeldt
Hind El Gaidi, head of Luxembourg at ICG, has been appointed president of the Luxembourg Private Equity and Venture Capital Association (LPEA).
U.S. tax risk persists, even as Section 899 is shelved
The U.S. has dropped plans for a controversial tax provision that would have targeted foreign investors, but tax experts say the risk of fiscal retaliation hasn’t gone away.
AI and the balanced portfolio
For generations of investors, the gospel was simple: invest in a balanced portfolio with 60 percent stocks and 40 percent bonds. This sacred formula was passed down from wealth manager to wealth manager, from father to son, as an immutable law of financial physics. But what happens when artificial intelligence scrutinizes this age-old wisdom?
Capital Group | Stock market outook: New growth catalysts amid volatility
As tariffs, trade wars and real wars upend the global economy, the path of equity markets remains uncertain heading into the second half of 2025.