Forty years ago this week the bull market started in the United States. Not just any bull market, but the biggest bull market ever. Despite the crash of 1987, the dotcom graveyard, the attacks of 11 September 2001, the Great Financial Crisis and the Covid …

For at least 15 years, risk profiles, used by banks or independent risk managers to assign each client an investment portfolio, have been the subject of discussion. The current trend change from falling to rising interest rates further complicates client …

Calls for the global alignment of sustainability reporting standards is being complicated by differences of views about which standards to back between those developed by the European Union and a competing private sector standard backed by the well-known …

While defensive equity strategies have provided protection during previous downturns, this year's results have been disappointing in some cases. In particular, strategies with a quality growth style have done considerably worse than the market. This is …

Europe's energy supply is under severe pressure, and the 8.9% inflation rate in the eurozone seems to be cushioned only by sharp increases in interest rates, which could push the European economy into recession. Is Europe still the continent you want to …

With Europe and the US entering recession in the last half of this year, Asia, despite a series of severe lockdowns, is facing a brighter future, according to MainFirst portfolio manager Frank Schwarz, in an Investment Officer BE interview, who adds that …

Providers have been storming into the rapid growth of private equity as an asset class, reflected in the national and international growth of feeder funds and fund of funds. However, these product groups are associated with high pricing and common …

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a stagnant US economy. Walmart pointed to a change in the spending pattern of American consumers. As a result of the continuing rise in food prices, …

After Thursday’s announcement of Apex Group’s acquisition of Sanne Group plc enabled the firm to position itself as a global, top-tier independence service provider, servicing nearly 3 trillion US dollars in assets, Investment Officer Luxembourg asked …

Concerns about rising inflation, monetary tightening, supply chain problems, Russia's invasion of Ukraine and strict Covid measures curbing the Chinese economy dominated investor sentiment in the first half of 2022. The speed and intensity of the sell-off …

Forty years of the bull market

Analysis: static risk profile does not work in a dynamic market

Efama calls for sustainability reporting standard alignment

Defensive equity strategies not as defensive as marketing suggests

Europe is much less attractive than the US

Asian equities may now outperform

Feeders and fund of funds expensive, full of flaws

Chart of the week: Walmart profit warning is a warning sign

Apex sees Luxembourg as strategic hub

Top 5: where did investors go after huge H1 outflows?