Nvidia mania: Luxembourg fund tops global exposure chart
Fund portfolios with allocations to the U.S. producer of next-generation artificial intelligence chips were at their concentration limits before the stock on Monday gave up some more of its spectacular recent gains.
Value investing is dead, long live value investing
A company’s human capital is difficult to value, but the art of attracting and retaining talent is often the starting point of disruptive innovation.
Van Lanschot Kempen eyes bigger market share in Belgium
Amsterdam-based investment firm Van Lanschot Kempen is keen to expand its market share in Belgium.
European family offices eye bargains in tumbling US real estate
European family offices are taking advantage of falling US real estate prices, seeking opportunities in prime office spaces and “trophy assets” despite market instability.
Tax breaks seen as essential for Eltif success in European markets
European ambitions to boost capital flow through increased retail investment, exemplified by the European Long-Term Investment Fund (Eltif), hinge on tax incentives to encourage widespread savings, essential for success.
Benelux pension funds are major contributors to US private equity bonuses
Research by Ludovic Phalippou of Oxford University reveals that Benelux pension funds are the third largest sponsors of performance bonuses for US private equity firms.
High interest rates as an explanation for strong economy? Nonsense!
Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.
Why growth, why now?
It’s been a tough couple of years for growth investors. A nasty cocktail of rising rates and extreme risk aversion following the global pandemic drove huge market swings, leading to a drop in share prices for companies with longer term potential.
Fund Radar: Why investors bet big on underdog funds despite odds
The surge in global equities is primarily driven by large-cap stocks. Smaller companies have not fared as well, and this disparity has persisted since 2021, Morningstar Fund Radar’s analysis shows.