Wall Street’s relentless climb offers both a spectacular show and a precarious wager on the world’s most dynamic economy. US stocks are scaling valuation peaks not seen since 1929 or 1999, driven by AI enthusiasm and expanding multiples. While sceptics …

In 2024, valuations in private markets stabilised, and deal volumes picked up somewhat, making this year slightly better for private investors compared to 2023. However, it was far from spectacular, experts told Investment Officer in a retrospective. …

One of the first lessons I learned in economics is that the state should intervene only in areas of the economy where private businesses cannot operate profitably or where social welfare takes precedence over economic considerations. In many countries, it …

The regulatory divide for crypto investors between the US and Europe is set to widen further. The announced appointment of Paul Atkins, known for his pro-crypto stance, as chairman of the Securities and Exchange Commission (SEC) is likely to lead to …

Geopolitical uncertainty could limit equity gains in 2025. Major asset managers recommend diversification and careful risk management to handle expected market volatility. Their view is clear: while equity markets may still rise, repeating 2024’s strong …

Quintet’s chief investment officer Daniele Antonucci is steering the private bank’s investment strategy through 2024’s volatility—adjusting exposures in tech, bonds, and cyclicals as clients increasingly pivot toward thematic investing and geopolitical …

Luxembourg’s financial supervisor, the Commission de Surveillance du Secteur Financier (CSSF), is charting new territory with its ambitious adoption of sovereign cloud infrastructure and artificial intelligence. As the first national regulator in Europe …

Investing in wine, art, Lego, luxury handbags, whisky, or violins may seem to share a common thread—they are all driven by passion. But for professional investors, most of these categories fall short of being viable investments, regardless of enthusiasm. …

“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less relevant because of it. The “surprising” surge in confidence among American smallcaps is no exception. The chart below shows that confidence among small …

Bitcoin recently hits the symbolic 100,000 dollar mark as spot ETFs surge in popularity among investors. There is no fundamental reason behind bitcoin’s current price. When an asset's price becomes detached from its intrinsic value and is entirely driven …

Only columnists spot signs of a bubble in US stocks

Challenging exit market hindered private investors in 2024

Luxembourg’s balancing act

Regulatory gap for crypto investors widens between the US and Europe

Diversification key as markets face volatile 2025

Quintet eyes broader AI boom but hedges its risks

CSSF aims to set benchmark for AI-based supervision in EU

Passion investing for professionals: Why wine and art stand out over Lego

Chart of the week: sentiment boost

Morningstar: bitcoin spot-ETF's are hot