Répartition des actifs

With global markets being shaken by Donald Trump, asset managers and strategists are advocating quality stocks and diversified portfolios, with a particular focus on European blue-chip stocks known as ‘Granolas’ to weather potential disruptions.

Virginie Maisonneuve, global CIO equity at Allianz Global Investors explains why ‘Digital Darwinism’—the interplay of technology, tariffs, and trust—is driving supply chain shifts and market realignments.

Norway’s sovereign wealth fund, the world’s largest asset manager, has become embroiled in an escalating conflict between CEO Nicolai Tangen and Elon Musk, after recently released text messages revealed a heated exchange over Tesla’s $50 billion pay package.

Qui peut être tenu pour responsable si un investissement piloté par l’IA entraîne de lourdes pertes pour le client ? Les lois actuelles n’apportent qu’une réponse incomplète à cette question, met en garde Julie Goetghebuer, chercheuse à l’université de Gand.

Selon Quaestor, une société de gestion de patrimoine basée en Flandre-Occidentale, l’essor du capital-investissement se poursuivra en 2025 également. « Cette classe d’actifs est devenue incontournable dans tout portefeuille diversifié. »

Quintet chief investment officer Daniele Antonucci shared where the private bank has increased and decreased its exposure, plus investment trend shifts among its European clientele.

Demonstrating the impact of sustainable investment remains a significant challenge, according to participants involved in producing a joint report by the Luxembourg Sustainable Finance Initiative (LSFI) and PwC Luxembourg.

Despite fewer rate cuts than anticipated, the ’bonds are back’ narrative itself has returned with renewed vigour.

The collapse of Prime Minister Michel Barnier’s government has pushed France to a critical juncture, marking what some economists are calling “the end of the free ride” for a country long criticised for its fiscal indiscipline. Bond markets meanwhile embrace Denmark as a best practice example for the eurozone.

In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.