Chinese equities ‘is the trade to do for the next six months’
China’s latest stimulus package, aimed at reviving its economy, could trigger a significant rally in equities over the next six months, according to renowned China watcher Louis-Vincent Gave, managing director and co-founder of Hong Kong-based Gavekal Research. “I believe it’s the trade to do for the next six months.”
China: Tech titan or ticking economic time bomb?
The seventh and final part of the Investment Officer series on geopolitics and investing focuses on China. Few countries elicit such mixed analyses in the West as the People’s Republic.
La Chine : titan technologique ou bombe à retardement économique ?
Le septième et dernier d’une série de sept articles publiés par Investment Officer sur la géopolitique et les investissements porte sur la Chine. Dans la sphère occidentale, aucun autre pays ne fait l’objet d’autant d’analyses mitigées que la République populaire de Chine.
NAV errors: Tighter control, clearer guidance seek to improve fund valuations
Luxembourg’s financial watchdog, the CSSF, has made important changes to its rules for valuations of investment funds, the first in two decades. While many things stay the same, some key updates—like lowering limits for money market funds and adding new checks before making investment decisions—are aimed at tightening control and providing clearer guidance.
China, a copy of the United States
Many investors mistakenly conclude that China and the United States are completely different due to their distinct financial (and societal) systems. However, nothing could be further from the truth. Both nations’ faltering economic engines are kept running by the same remedy: debt.
Les livrets d’épargne se laissent de plus en plus distancer par les fonds d’investissement
L’encours des fonds d’investissement accessibles au public en Belgique a franchi la barre des 290 milliards d’euros, confirme la fédération de fonds BEAMA à Investment Officer. Les Belges investissent donc beaucoup plus de capitaux dans des fonds que ce qu’ils déposent sur des livrets d’épargne.
Lux-domiciled CLO-ETF fund sees advantage in Luxembourg approach
Luxembourg has been outpaced in the development of exchange-traded funds by Ireland. However, steps have been taken to improve Luxembourg’s offer. Investment Officer has spoken with people involved in the recent launch of a new Luxembourg-domiciled Ucits-compliant collateralised loan obligation (CLO) exchange-traded fund (ETF), which benefits from two-year-old changes to Luxembourg’s securitisation law.
Cyclical stocks and small caps US benefit most from a Fed cut
The stock market is going through turbulent times, especially within the large technology stocks segment. Nevertheless, a soft landing seems to be in the offing. Investors are already anticipating a possible rebound, especially among US cyclical stocks and smallcaps.
Allianz voit l’« opportunité unique » d’un partenariat entre l’Europe et la Chine
Dans un monde dominé par l’IA et où les événements géopolitiques se succèdent bon train, Virginie Maisonneuve, CIO d’Allianz, embrasse le « darwinisme numérique ». Elle oriente ses stratégies d’investissement en fonction de l’innovation, de l’émergence de la Chine et de la lutte de l’Europe pour reconquérir son avantage concurrentiel.
‘Europe has unique opportunity to cement partnership with China’
In a world where AI dominates and geopolitics shift rapidly, Allianz’s Global CIO Virginie Maisonneuve embraces ‘Digital Darwinism,’ steering investment strategies through innovation, China’s rise, and Europe’s struggle to regain its competitive edge.