Cellar Investment Partners launches new wine fund via Luxembourg
Cellar Investment Partners is introducing a new investment fund that focuses on the wine market. The fund was registered in Luxembourg last month.
Japan's investment appeal remains strong despite recent turmoil
Japan, once a global leader in technology and innovation during the 1980s and 1990s, has faced relative stagnation in recent decades. Nevertheless, the country still offers untapped potential for growth investors, according to Donald Farquharson, Japan specialist at Baillie Gifford.
Latest Eltif 2.0 RTS proposal seen as ‘workable’ for Luxembourg
Marc Meyers and Sebastiaan Hooghiemstra at Loyens & Loeff highlight the key changes in the draft regulatory technical standards for Eltifs, and see the latest proposal by the European Commission as a “reasonably workable” match for Luxembourg’s market practice.
Chart of the week: The great rebalancing
Government bonds have long enjoyed a special place in investors’ portfolios. Often seen as a cornerstone of stability, their appeal as a safe haven is rarely questioned.
PGIM: Bridging energy gaps becomes key to decarbonisation
The multi-decade transition to a lower-carbon economy offers an array of investment opportunities. Areas that help bridge the gap between old and new energy sources can help broaden alpha potential.
The 2024 US presidential election’s potential impact on the energy transition
US policies supporting the energy transition could change depending on who wins the November election. This update from Templeton Global Equity discusses which investment trends are at risk and how the transition is likely to move forward.
Trump seeks more control over interest rates if re-elected
If Donald Trump is re-elected as President, he plans to have more control over U.S. monetary policy, not just relying on Federal Reserve officials who follow his direction. This idea has raised concerns among experts, including Sylvester Eijffinger, a former advisor to the Fed, who calls it “a disastrous plan.”
Fund radar: China’s once-glowing equities dimmed by economic turmoil
Leading up to 2020, Chinese equities dominated emerging markets, reaching nearly 40 percent of the index. However, the pandemic, government crackdowns, and economic slowdown have since halved their share.
Schroders : How might a Trump election win impact US corporate earnings?
Schroders : How might a Trump election win impact US corporate earnings?
No environment for the faint-hearted
Investors need strong nerves in 2024, but institutional investors are staying calm, according to the latest analysis at Universal Investment.