Market carnage: Global stocks plummet amid recession fears
Stock markets worldwide were under pressure on Monday, with the Japanese stock market’s price loss particularly notable. Analysts say many factors are at play. ‘There is no reason to panic, but it is also not a time to buy.’
Unravelling of yen carry trades amplifies market turmoil
The yen carry trade, a longstanding financial strategy of borrowing cheaply in Japan to invest in higher-yield assets abroad, is undergoing a rapid and disruptive unwinding.
Asset owners do not need PE to fulfill fiduciary duty, investors say
While the old-school stocks and bonds portfolio is increasingly supplemented with private investments, specialists suggest this shift might be unnecessary.
Time to question the central bank herd mentality
Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and the total number of interest rate steps that will be implemented over a given period, writes Jeroen Blokland.
PGIM: Key trends set to shape H2 2024
PGIM asset managers highlight key trends that are shaping the second half of 2024 and identify attractive opportunities to prepare investors for the next phase of this economic cycle.
BNP Paribas wants to acquire AXA IM for €5.1 bln
BNP Paribas Group announced on Thursday that it has entered into exclusive negotiations to acquire AXA Investment Managers (AXA IM) from AXA.
How serious is the ‘Great Rotation’ to small cap stocks?
Is the surge in small-cap stocks the “Great Rotation” or just a speculative bubble? Investment Officer gauges the sentiment.
Fund Radar: India stands out among emerging markets
This edition of the Morningstar Fund Radar delves into the investment strategies that have caught the attention of European investors and highlights some surprising trends from the first half of the year. India has emerged as a standout among emerging markets.
RBC BlueBay - How fixed income markets can make a positive impact
Why investing through a sustainability lens can help performance and aid the transition towards a more environmentally and socially responsible world.
Luxembourg centre-stage as State Street finetunes its European ops
With the recent appointment of Luxembourg branch manager Riccardo Lamanna to an executive role at State Street Bank International, the Boston-based financial services firm now is refining its European operations from Luxembourg.