China remains a vital market over the long term
Investing in China requires selective positioning and a long-term approach, and foreign investors’ recent fears about the country underscore the need to fully understand the reforms that are underway there.
Citing inflation, Máxima wants action on financial literacy
Queen Máxima of the Netherlands has called on European financial supervisors to review financial services for their health impact and urged the banking, payments and investment industries to do more to make sure that their clients make well-informed decisions.
Making most of it while you sleep
After its famous ARK vs. Berkshire Hathaway chart, the Financial Times recently published another strong chart. It shows that the overnight return, the return between the closing and opening of the stock exchange, is many times higher than the return realised during regular stock exchange hours.
AXA IM - Electric vehicles – approaching the tipping point
The pace of adoption of electric vehicles (EVs) has been phenomenal and the penetration rate is already significantly ahead of many forecasts.
Capital Group | The pros and cons of Bitcoin
Rarely has an emerging technological development captured as much attention as Bitcoin in such a short period of time.
'No, inflation is not temporary'
The effects of the inflation wave crashing over the Eurozone and especially in the US are not temporary. As high energy prices persist and second-round effects still have to find their way into the economy, analysts question the ECB’s reluctance to act and raise eurozone interest rates. “Can the ECB claim that all is well and good and stick to its latest statements and position? The markets do not seem to believe that.”
Bitcoin's footprint challenged
As digital assets are in focus for investors, there is a less visible, less shiny side to at least the Bitcoin story. While the total potential number of Bitcoins is fixed at 21 million, they haven’t all been created yet. New Bitcoins can be ‘mined’ through power-intensive computer analysis, which has a significant carbon footprint, according to Marion Laboure, senior economist at Deutsche Bank in London. There’s also a contrasting view, as set out by US-based portfolio manager Mark L. Casey at Capital Group.
Brexit: little change so far
There has been scant divergence from EU financial sector rules in the two years since the UK left the EU. Nor are there many clear future policy proposals. Hence little has changed for Luxembourg players marketing into the UK. Could 2022 be the year when things start to shift?
ECB changes its tone on inflation
European Central Bank President Christine Lagarde on Thursday declined to rule out a hike in interest rates this year as costs of living in the eurozone are rising faster than expected. Lagarde said the March and June meetings of the ECB’s governing council will assess an updated analysis that takes into view the larger than expected inflation increases reported during recent weeks.
Listening to stakeholders brings best shareholder value
It is a well-known fact: supertankers do not change their course easily. But once the decision is made on the bridge, the change of course is pushed with significant force and mass. Take BlackRock, the world’s largest asset manager. It lagged behind in making its policies more sustainable, but now, according to a letter, is offering its clients a veritable ‘one stop shop’.