Efama chief urges EU action on taxes to unify markets
Efama chief Tanguy van de Werve highlights the urgent need for tax harmonisation to overcome fragmentation and create a competitive, unified European market.
RBC BlueBay - Trump 2.0: the themes driving EM Debt
We discuss why emerging markets reacted as expected to Trump’s stunning win.
Esma roadmap sets 11 October 2027 for T+1 transition in EU
Esma has proposed 11 October 2027 as the date for the European Union to adopt a T+1 securities settlement cycle, cutting the time between trade execution and settlement from two days to one.
A new era of financial repression
Many central banks have begun lowering policy interest rates. The aim is to counteract economic slowdowns or even a potential recession. When both short- and long-term interest rates are consistently below the nominal growth rate of the economy, the situation is referred to as reflation.
Capital Group | Has stock market concentration reached a tipping point?
Hyperconcentration in the US stock market may be nearing a peak.
Invesco - Annual Investment Outlook 2025 - 4 December, 2024
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income, emerging markets, and private markets; and the potential for artificial intelligence to influence global growth.
Sustainable funds rush to rebrand amid greenwashing crackdown
Asset managers are scrambling to rebrand their sustainable investment funds as stepped-up regulatory crackdowns on greenwashing risk deepening fragmentation in the industry, experts warned at the Morningstar Sustainable Investing Summit in Amsterdam.
Chart of the week: bitcoin in Wonderland?
Since the news broke that Donald Trump will once again become President of the United States, bitcoin has been impossible to ignore. Not only because of its record-high prices but also because bitcoin’s acceptance as an investment class and alternative form of “value” appears to be accelerating.
A tale of two markets
On a recent trip to China and India, we were struck by the stark contrast between the two economies. In Hong Kong, Chinese investors voiced concerns about slowing growth and rising debt, while in Delhi, Indian investors were upbeat, driven by the country’s booming economy and growing capital markets.
Could there be truth to the Bitcoin-hype after all?
Bitcoin’s dreamers are closer than ever to their 100,000 dollar milestone. With America’s debt crisis looming, could crypto speculation turn into strategic reality?