Passion investing for professionals: Why wine and art stand out over Lego
Investing in wine, art, Lego, luxury handbags, whisky, or violins may seem to share a common thread—they are all driven by passion. But for professional investors, most of these categories fall short of being viable investments, regardless of enthusiasm.
Chart of the week: sentiment boost
“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less relevant because of it. The “surprising” surge in confidence among American smallcaps is no exception.
Private Assets 2025: Time to diversify
Investors would do well to counterbalance their public holdings by increasing exposure to private investments.
Dirk Coveliers: EU ruling on Dutch withholding tax creates opportunities for insurers
The European Court of Justice has ruled against the Netherlands for its discriminatory treatment of foreign insurers compared to domestic ones in the taxation of dividends.
Morningstar: bitcoin spot-ETF's are hot
Bitcoin recently hits the symbolic 100,000 dollar mark as spot ETFs surge in popularity among investors.
10 possible surprises for investors in 2025
When consensus dominates the market, unexpected surprises often lurk just around the corner. Could the U.S. economy prove weaker than anticipated, while Europe is stronger than expected? Is the threat of inflation a thing of the past, or could it re-emerge with greater intensity?
Water challenges force investors to make certain financial choices
Heavy rainfall in Spain led to floods in October, causing over 10 billion euro in damages. This is yet another manifestation of the global water crisis, which poses an economic risk to investors. Risk management increasingly involves steering towards sustainability, primarily driven by economic incentives.
Transfers: GSK Stockmann, Deutsche Boerse, HSBC
This week’s overview of transfers and appointments includes news from GSK Stockmann, Santander Asset Management, Deutsche Boerse, and HSBC.
European smallcaps ‘deeply undervalued’, says Edmond de Rothschild AM
Edmond de Rothschild Asset Management has identified European small caps as a standout investment opportunity for 2025, labelling them “deeply undervalued”.