Chart of the week: roulette policy
Whether you walk away believing that President Trump will make the world “fairer,” dream of Trumpian tax cuts and deregulation, or recoil at his trade wars and extreme unpredictability, the harsh reality is that all of it inevitably comes with more volatility and less growth.
Trump wants Powell out. The supreme court might offer a way
President Donald Trump believes Jerome Powell is standing in his way. He has repeatedly threatened to fire him, but there is no clear legal path to make that happen. Last week, however, the Supreme Court left the door slightly ajar.
RBC BlueBay: Cautious optimism, but structural concerns remain
Is the worst of the market volatility behind us?
Former Kempen team finds adventure at Lightrock
A year after the launch of Lightrock’s first public fund, fund managers Chris Kaashoek and Maarten Vankan say that in 2023, the adventure led them to the British private equity investor. “We were given a unique opportunity to build an asset manager from the ground up.”
AI brings new clarity to bond market liquidity forecasting
Artificial intelligence is fast becoming a game-changer in fixed-income investing, offering powerful new tools to understand and forecast bond market liquidity, an essential metric for active bond managers and institutional investors.
Transfers: Atenor, M&G, Ares, Mandatum, Lombard Odier, AXA
This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Atenor, M&G, Lombard Odier, Mandatum, Ares Management, and AXA Investment Managers.
What AI can (and can’t) do in investment practice
In a world where artificial intelligence (AI) is increasingly permeating the financial sector, institutional investors are understandably asking the question: how much does ChatGPT really know about finance? The answer is more nuanced than many might expect.
Schroders Capital : €1bn in distributions from European Buyout and Growth strategy
Schroders Capital delivers €1bn in distributions from European Buyout and Growth strategy in 2024 resulting in a distribution rate of 17%
Janus Henderson: Despite inevitable dips, markets have grown over time
Periods of market volatility and declines can lead investors to believe that the pain felt by those losses will continue indefinitely.
Your house won't fund the future
The conversations around the family dinner table during the market turmoil caused by Trump’s tariffs were likely very different in the US and the EU.