In the last month, we have seen a sharp recovery in the stock market that most analysts (including myself) found surprising. Let us briefly go over the reasons for this boom. We see a number of them. 1. The unexpected stock market boom Holidays mean low …

You may not have noticed it while on holiday this summer, but Italy is once again in crisis. Political risks make for an uncertain economic outlook. This week, we look at the top 5 bond funds with the highest exposure to the battered Italy debt markets. …

Boris Radondy, manager of the DNCA Global Sport Equity fund, expects strong growth in the sports sector over the next few years and believes it can present predictable long-term growth. DNCA Finance's integration of Ostrum Asset Management in October 2020 …

A Rotterdam-based investment team of four people representing InsingerGilissen, part of Luxembourg-based private bank Quintet, has transferred to Auréus, an independent Dutch asset manager that has been gaining scale through acquisitions and alliances in …

Global asset manager Invesco has launched an actively managed, 30 million dollar investment fund focused on metaverse companies. The Invesco Metaverse Fund will be domiciled in Luxembourg and will be distributed to investors across Europe. The metaverse …

The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed turnaround, better-than-expected corporate results and investors who were gloomy but invested. The June low remarkably coincided with the peak in earnings …

An innovative start-up in Luxembourg is looking to democratise housing markets by tokenising homes. Leveraging the blockchain, BlocHome lets its clients partially own the home they live in. On the part they do not own they pay rent. "The more you are …

Former UBS director James Purcell has left Luxembourg-based private bank Quintet and joined Credit Suisse as head of sustainability. Purcell will report directly to Credit Suisse’s chief sustainability officer, Emma Crystal. After more than a decade at …

Last quarter, the Shanghai A-share Index did 11 per cent better than the S&P 500 and 15 per cent better than the MSCI Emerging Markets Index. Still, sentiment on China is gloomy. The negativity is fuelled by large amounts of bad news. Western …

Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive factor in the amount of upward or downward potential for the market. Re-rating Since its low point in mid-June, the S&P 500 Index has risen 18 per cent. Over …

Jan Vergote: central bankers and inflation... quo vadis?

Top 5: Bond funds exposed to Italy

DNCA Finance sees new niches emerging in sports

Quintet: InsingerGillissen Dutch team joins Auréus

Invesco launches actively managed metaverse fund

Han Dieperink: interest rates must rise further

BlocHome offers alternative approach to home ownership

Credit Suisse hires Quintet’s Purcell for sustainability

China offers opportunities; manageable risks

Chart of the week: valuation as decisive factor