Analysts surprised by European bank rally
European banks are in solid financial shape, and interest income is exceeding expectations. Still, bank analysts are raising eyebrows at the sector’s sharp rally.
NRF: New circular issued to resolve the VAT saga on directors' fees
Final clarity at last? Luxembourg ends long-running VAT saga on directors’ fees with new guidance and refund framework in Circular 781-2.
Luxembourg raises red flag over EU plan for single supervisor
Luxembourg, which hosts more than a quarter of all assets held in European investment funds, has raised a red flag over fresh European Commission plans to create a single supervisor for financial services.
After ‘years of work,’ Blackrock’s bitcoin-ETP has arrived
Blackrock has been working for “years” on launching a European bitcoin ETP. The asset manager officially introduced it this Tuesday morning on the Dutch, German, and French exchanges.
Raif growth continues, but signs of caution emerge
Luxembourg’s Raif market shows resilience in 2024, but Investment Officer’s data analysis shows slowing sub-fund launches, revealing growing caution in alternative fund markets.
El-Erian: ‘Yields won’t drop further without a recession’
The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer. While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown downturn materializes, bond yields are unlikely to fall significantly.
The underestimation of artificial intelligence
The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation.
Can global equities provide benefits in any political or geopolitical environment?
Schroders : Can global equities provide benefits in any political or geopolitical environment?
Equal Weight: A common-sense approach
Invesco now offers the largest Equal Weight UCITS ETFs range globally. Learn more about Equal Weight exposures, which have gained traction as investors seek diversification and reduced concentration risk.