Investissement

The Norwegian parliament is poised to debate the merits and drawbacks of incorporating private equity investments into the country’s mammoth 1,490 billion euro sovereign wealth fund, the largest globally. The government is hesitant about unlisted funds, despite previous recommendations from Norges Bank, the country’s central bank which manages the national oil fund.

Steffen Pauls led KKR in Germany for over eleven years before becoming CEO of Moonfare. In 2015, he left the American investment company with a new goal: making private markets accessible to individuals. He understands all too well this target group sometimes has ethical concerns regarding this sector.

Les ETF continuent de gagner des parts de marché et les fonds à gestion passive font désormais partie intégrante de la gestion d’actifs. Investment Officer a interrogé trois experts indépendants pour connaître leur point de vue concernant l’évolution du marché des ETF ainsi que les préoccupations des clients. 

China is currently navigating a precarious situation reminiscent of the mythical dilemma between Scylla and Charybdis, grappling with a persistent real estate slump and waning investment interest. Adding to the challenges, U.S. Federal Reserve Chair Jerome Powell’s policies have further complicated the economic landscape for Chinese policymakers. The looming possibility of a currency devaluation sends a stark warning to global markets to brace for impact.

Pour les fonds de capital-risque européens, 2023 fut une année à oublier rapidement. En Belgique, les investisseurs en capital-risque ont (nettement) moins de raisons de se plaindre, ainsi que le montre une étude récente. Les family offices et les particuliers fortunés se révèlent être une source majeure de capital-risque. À cet égard, les investisseurs belges regardent également de plus en plus au-delà des frontières.

Alors que la Fed a les mains liées du fait du dynamisme de l’économie américaine, la BCE procédera très probablement à un abaissement de ses taux en juin. L’intérêt pour les obligations d’État européennes n’en reste pas moins ténu, en raison de la faiblesse de l’euro.

Bien qu’il soit constamment forcé de réajuster ses prévisions, le marché attend de la Fed encore deux baisses du taux d’intérêt cette année. Si ces projections se concrétisent, que fera le S&P 500 ?

While it must frequently adjust its predictions, the market yet anticipates two reductions in the Federal Reserve’s rates within the year. Should these occur, the implications for the S&P 500 are a matter of considerable speculation.

“At some point a kind of repetition creeps in, fatigue too, like over that eternal ECB watch, whether a comma has shifted somewhere. Take US interest rates. Do you remember whether or not it was raised in March 2018?”

The European Central Bank (ECB) is charting a course of strategic patience, signalling a readiness for a gradual policy shift that could commence as early as June. Analysts uniformly anticipate that while the near term may see steady policy rates, a carefully orchestrated move towards easing is on the cards.

As the ECB prepares for its forthcoming rate decision on Thursday, leading financial analysts have shared their insights, painting a picture of what asset owners can expect in the coming months.

As the U.S. presidential election nears, the markets are bracing for heightened volatility, particularly within the S&P 500, signaling the first significant movement in the Volatility Index (VIX) in several months. Investors are turning their gaze toward the Chicago Board Options Exchange (CBOE) Volatility Index futures, anticipating notable fluctuations in the S&P 500 as election day approaches.