Fund Radar: Global equity funds shine amid political uncertainty
This week’s Morningstar Fund Radar shines a spotlight on global equity funds, revealing a stellar performance led by US tech giants and highlighting the political twists shaping investor sentiment worldwide.
Supply chain disruptions, inflation weigh on solar and wind projects
Renewable energy stocks have shown underperformance relative to the broader markets for years, even though the long-term outlook remains favourable.
BlackRock sees Eltif2 wrapper as vehicle of choice
Six months after the rollout of Eltif 2.0, the BlackRock private markets team believes this updated wrapper has the potential to become the vehicle of choice for private market investment.
‘Passively Paris-aligning a portfolio does not make sense’
Investors seeking to achieve real change through their impact investment will find that the passive approach isn’t as effective as an active one, explained John William Olsen (photo), fund manager of the M&G (Lux) Positive Impact fund and the Global Sustain Paris Aligned Fund.
Le point de vue de Jan Longeval : l’importance de « géo » dans le terme géopolitique
Chaque mois, Investment Officer sonde Jan Longeval, expert en investissement, sur sa vision de l’actualité économique et financière. Pendant les mois d’été, il se penche sur l’aspect « géo » dans le terme géopolitique.
China’s electric car boom stirs strategic concerns in Europe
China’s rapid emergence as a market leader in electric vehicles (EVs) has sparked significant concerns throughout the European Union. Are the expansions of Chinese automakers into Europe a modern-day Trojan horse?
Will debt sink the American empire?
With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.
Quintet says Europe improving faster than US
Despite the rightward tilt of the recent European parliamentary elections, Quintet Private Bank’s chief investment officer is talking up what seems like unexpected good news for Europe.
Investors seek shelter abroad amid French election chaos
The spread on French government bonds has peaked again, showing that financial markets are on edge ahead of Sunday’s elections. Until they conclude later in July, many investors are favouring other European government bonds. «Any reminder of the European debt crisis is a red flag for international investors,» one analyst remarked.
CSSF confirms Amundi’s Nvidia holdings within legal limits
Luxembourg financial regulator CSSF has confirmed that the 34.49 percent holding in Nvidia by an Amundi fund does not constitute a breach of the 2010 law on undertakings for collective investment, which caps Ucits investments in most individual stocks at 10 percent.