“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square Capital Management. The billionaire investor fears that if inflation remains at this level, “there will be major consequences for most of us.” With …

The global deal to impose a 15% minimum effective tax rate on multinational businesses could result in a substantial tax windfall for Luxembourg. National statistics office STATEC estimates €5.1bn of new tax revenue could result, equating to 38.5% of the …

Several major currents are affecting the alternative investing world as it attempts to appeal to a wider client base. “Tech, ESG and 'retailisation' are contributing to the democratisation of alternative assets and real assets in particular,” said …

Democratic Senator Joe Manchin wants to vote against President Joe Biden's Build Back Better programme. Since the Democrats only have a narrow majority in the Senate, a majority that they are going to lose at the end of this year, the generosity of the …

Traditionally, the first outlooks for the coming year trickle in from September onwards. With sometimes a quarter of a year still to go, strategists start relating their vision of the economic and financial themes that await investors in the next calendar …

“Although we are number twelve in the world in order of assets under management, we are a relatively unknown player. Come to think of it, we're probably the biggest asset manager people have never heard of,” said Simon England-Brammer (pictured), senior …

As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However, by focusing on the lower end of the middle market, we have been able to maintain spreads," said David Bouchoucha, CIO of Private Debt and Real Assets at …

In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities remain attractive, even if inflation sticks around a bit longer than expected. In times of inflation and negative real interest rates, equities have almost …

It was the week of the central banks. The Bank of England raised interest rates by 15 basis points, the US Fed hinted at three rate hikes and a reduction in the buy-back programme. What exactly the ECB is aiming for is not entirely clear to market …

The yield curves on the global bond markets flattened dramatically during the second half of October. When flattening is followed by inversion of the yield curves, a recession is inevitable. This ominous development is causing concern in the market, but …

Inflation exceeding 10%

Possible massive tax windfall from OECD tax deal

ALFI: shaking up alternative investments

Economist's view: Less liquidity weighs down inflation

2021, can we settle the score?

The largest unknown asset manager in the world

Spreads on smaller SME loans still attractive

JPMorgan AM: equities are a good inflation hedge

Analysts guess at ECB policy direction

Is a recession on the way?