En 2025, fuyez les obligations et les actions européennes
Faire l’impasse sur les actions européennes et la quasi-totalité des obligations : voici la recette permettant d’éviter les revers du portefeuille l’an prochain, selon les grandes sociétés de fonds.
Tangible sustainable investment benefits still hard to substantiate
Demonstrating the impact of sustainable investment remains a significant challenge, according to participants involved in producing a joint report by the Luxembourg Sustainable Finance Initiative (LSFI) and PwC Luxembourg.
Stay away from bonds and European equities in 2025
Avoid European equities and steer clear of most bonds. According to major investment houses, this is the key strategy to prevent issues in investment portfolios next year.
VanEck uses Dutch market to pilot direct ETF distribution app
VanEck, the US-based pioneer of exchange-traded funds (ETFs), has recently launched VanEck Direct, a new app that enables the company to sell investment products directly to retail investors—bypassing banks and brokers.
Wait, bonds are back? Still?
Despite fewer rate cuts than anticipated, the ’bonds are back’ narrative itself has returned with renewed vigour.
Quand la France devient le cancre et le Danemark, le meilleur élève
La chute du gouvernement du Premier ministre Michel Barnier a suscité le chaos sur le plan politique et fortement accru les tensions sur les marchés obligataires européens. Pour les opérateurs, le Danemark est devenu l’exemple des bonnes pratiques à suivre au sein de la zone euro.
End of France’s free ride sparks Eurozone stability fears
The collapse of Prime Minister Michel Barnier’s government has pushed France to a critical juncture, marking what some economists are calling “the end of the free ride” for a country long criticised for its fiscal indiscipline. Bond markets meanwhile embrace Denmark as a best practice example for the eurozone.
Saxo sees demise of Opec, Nvdia rally, and 3D-printed hearts
In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.
La pricaf, un véhicule d’investissement collectif en plein essor
Les pricaf privées, des véhicules d’investissement permettant à des investisseurs fortunés d’investir collectivement dans des entreprises non cotées, se multiplient à un rythme soutenu. Cette forme d’investissement pourrait bénéficier d’un essor encore plus important si le prochain gouvernement fédéral décidait d’abaisser le seuil d’entrée.
Institutional investors aim for greater sustainability in private markets
Institutional investors worldwide are accelerating their shift towards sustainable private markets, according to three studies conducted by L&G, Schroders, and Montana Capital Partners. They are increasing allocations to ESG-focused sectors such as renewable energy, healthcare, and infrastructure.