Investissement

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.

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.

Les fonds exposés à Nvidia, le très médiatisé producteur américain de puces pour l’intelligence artificielle, avaient atteint leur limite de concentration avant que le titre ne commence à céder une partie de ses gains spectaculaires au cours des dernières séances de Bourse.

Les family offices européens tentent de tirer parti de la baisse des prix de l’immobilier aux États-Unis et, malgré l’instabilité du marché, recherchent des opportunités dans les espaces de bureaux de premier plan et les trophy assets, des bâtiments premium situés à des emplacements premium.

A company’s human capital is difficult to value, but the art of attracting and retaining talent is often the starting point of disruptive innovation.

European family offices are taking advantage of falling US real estate prices, seeking opportunities in prime office spaces and «trophy assets» despite market instability.

European ambitions to boost capital flow through increased retail investment, exemplified by the European Long-Term Investment Fund (Eltif), hinge on tax incentives to encourage widespread savings, essential for success.

Research by Ludovic Phalippou of Oxford University reveals that Benelux pension funds are the third largest sponsors of performance bonuses for US private equity firms.

Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.

The surge in global equities is primarily driven by large-cap stocks. Smaller companies have not fared as well, and this disparity has persisted since 2021, Morningstar Fund Radar’s analysis shows.