As home to investors and companies that prefer the allure of American markets over their domestic counterparts, the European Union has arrived at a crossroads. A window of opportunity has arrived for creating a new framework that supports efficient …

In the financial markets, geopolitical risks often exhibit a binary nature: for a long time, they pose no issue until suddenly, they do. Consequently, the relationship between geopolitical risks and the financial markets' response is not straightforward. …

While it must frequently adjust its predictions, the market yet anticipates two reductions in the Federal Reserve's rates within the year. Should these occur, the implications for the S&P 500 are a matter of considerable speculation. “At some point a kind …

This week, the following chart from the Financial Times caught my attention. It shows the net issuance of shares worldwide since 1999. Although the year is still relatively young, 2024 so far shows the largest negative issuance over this period. As the …

Emerging markets continued last year's trend in Q1 2024. And that is not good news for emerging market investors, as it meant another significant underperformance versus developed countries. Although the return of the MSCI EM index was 4.71 per cent in …

Oddo BHF Asset Management has announced the launch its first European Long-Term Investment Fund. The fund is called the Oddo BHF Commit for Tomorrow Eltif and is structured in line with the Eltif 2.0 regulation, designed to open up private equity to a …

The European Central Bank (ECB) is charting a course of strategic patience, signalling a readiness for a gradual policy shift that could commence as early as June. Analysts uniformly anticipate that while the near term may see steady policy rates, a …

The first quarter of 2024 has lapsed and there are only less than three quarters to go for the implementation of the Digital Operational Resilience Act (Dora). Dora will apply to most EU financial entities, including (Ucits) management companies …

In a report released this week, the International Monetary Fund (IMF) has issued a stark warning about the burgeoning private credit sector, highlighting the necessity for enhanced regulatory oversight to mitigate burgeoning risks within this rapidly …

Money's gotta move—it's the backbone of our economy, and the speed at which it zips around, known as the turnover or circulation rate, tells us a lot. It's all about how often a dollar is spent in a certain timeframe. When times are good, money flows like …

‘There is a barrier towards investing in our own markets’

Geopolitical Risks

How two imminent rate cuts could reshape the S&P 500 landscape

Supply in bonds and equities

Emerging markets lag behind, but not at GQG Partners

Oddo BHF’s Eltif2 fund targets energy storage, water treatment

‘Keep going, there’s nothing to see here’

Dora is ‘around the corner’

IMF sounds alarm over perils in private credit markets

Animal spirits