Morningstar Fund Radar: US large-cap value equities
There remain dedicated value investors who, with relentless perseverance, scour the US stock market in search of overlooked gems that can shine once again.
Macron's election gamble points to Eurozone financial instability
Macron’s election gamble points to Eurozone financial instability
‘We will never succeed if we don't bring it together in a genuinely European context’
Transcript of the interview with Esma Chair Verena Ross.
US court nixes transparency rules for private funds
The SEC›s push for transparency in private markets was dealt a severe blow last week with a U.S. court ruling.
Finally, a stir
The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been a bit boring at times. But with the latest set of macro figures, things are getting a bit more exciting again, with a likely good outcome as a result.
I have regularly been called a «permabear» over the past 12 months, if not longer. Because even though the US economy in particular was steaming ahead, the chances of a recession have never been zero, in my opinion.
An autonomous EU would create a new framework for investors
Caution is required when selecting stocks of European listed companies as the European Union works on a policy to promote strategic autonomy in response to a rapidly changing geopolitical environment. Part 2 in our special series on geopolitics and investing.
Une UE autonome pourrait créer un nouveau cadre pour les investisseurs
La sélection des titres de sociétés européennes cotées en Bourse exige une prudence toute particulière, à présent que l’Union européenne élabore une politique visant à promouvoir une autonomie stratégique.
ECB begins gradual rate cuts amid persistent inflation
The European Central Bank’s (ECB) decision to cut its benchmark interest rate for the first time since 2019 underscores a strategic but cautious approach to managing persistent inflation in the Eurozone. The move reflects a balance between acknowledging progress made in reducing inflation and recognising that further action may be needed to stabilise the economy.
Les directives en matière de durabilité soulèvent des questions difficiles pour les banques
« Qui décide si une entreprise progresse suffisamment vite dans son plan de transition climatique ? Une institution financière ou le gouvernement ? Les banques se trouvent dans une position quelque peu inconfortable. Et qui veille à l’aspect social, pour garantir que la transition soit équitable pour tous ? »
Quintet’s Dutch subsidiary is upbeat on Europe’s prospects
While economic growth and growth expectations for the US are leveling off slightly, the European economy appears to be strengthening. A unique moment lies ahead: the European Central Bank (ECB) may pre-empt the Federal Reserve (Fed) with rate cuts.