House prices defy predictions

US house prices have climbed over 6% in the past year, pushing the value of homes nearly 3% above their peak from June 2022. This increase came despite the Federal Reserve’s aggressive interest rate hikes aimed at curbing rampant inflation. Clearly, the traditional models for predicting house prices are no longer reliable.

Le réveil brutal de l’Europe : la géopolitique est de retour

Avec la lutte pour le pouvoir entre la Chine et les États-Unis, la géopolitique est de retour en force. Elle a engendré une dynamique « perdant-perdant », dans laquelle chacun privilégie avant tout son propre intérêt. Pour les investisseurs, cela signifie un cycle plus volatil. Dans cette optique, les experts recommandent de penser en termes de scénarios et d’intégrer la gestion des risques dans leur pratique quotidienne.

Inflation and the power of information

Inflation is rearing its head again, and many fear a rerun of the 1970s scenario. But here’s the catch: the world today is vastly different from back then, mainly because of our access to information. It’s a game-changer. Think about it: a smartphone user today holds more data in the palm of their hand than the US President had in the early 1980s. Knowledge about inflation isn’t just abundant—it’s at our fingertips, dramatically altering how we deal with economic crises.

Partners Group launches its first Eltif fund for retail investors

Swiss-headquarterted private equity firm Partners Group has announced the launch of a new private equity European Long-Term Investment Fund (Eltif), opening up its private offerings also to retail investors. The fund is its first new private equity fund under the updated Eltif regime.

The Partners Group Private Equity Evergreen was already registered in Luxembourg in December and has a minimum investment threshold of 10,000 euro. The fund will be available to investors across Europe, including Germany, France, Spain, Italy, and the Benelux regions.

A grim macro picture

The U.S. economy has long enjoyed what might be called a Goldilocks scenario: robust growth paired with gradually declining inflation. However, recent data suggest that those days are behind us.

Take, for example, the recent GDP figures which illustrate a stark downturn. After quarters of 4.9% and 3.4% growth, the economy slowed to a mere 1.6% annualized growth in the first quarter of this year. 

Pour le CEO de Moonfare, les inquiétudes liées à l’engouement pour le crédit privé sont parfaitement justifiées

Avant de devenir CEO de Moonfare, Steffen Pauls a été aux commandes de KKR, en Allemagne, pendant plus de 11 ans. Il a quitté la société d’investissement américaine e 2015, mû par un nouvel objectif : rendre les marchés privés accessibles aux particuliers. Et il ne comprend que trop bien que ce groupe cible puisse avoir quelques préoccupations éthiques vis‑à‑vis du secteur.