Even staunch opponents of easing interest rate policy in the U.S. are now conceding. Among them is Torsten Slok, chief economist of private equity fund Apollo Global Management and a fervent supporter of the zero-cut stance. "With inflation declining and …

Ritesh Jain, former chief investment officer for BNP Paribas and Tata and founder at Pinetree Macro, spoke to Investment Officer about Monday’s market crash and highlighted the critical role of BOJ policies and their significant impact on global liquidity …

Daisy Mae is excited. Not even the gloomy Luxembourg summer weather can dampen her mood. She has been sent from Houston, Texas, to set up a railway infrastructure investment fund for Texas Gulf Adventures (TGV). They aim to launch the fund by January …

Few stocks remain untouched in a market correction. An attempt by the editorial team to find out what asset managers are buying during the dip immediately fails: "Timing a bull-market correction is pointless," they say. Everyone with an internet …

Stock markets worldwide were under pressure on Monday, with the Japanese stock market's price loss particularly notable. Analysts said many factors are at play. Despite the turbulence, market experts advise caution, suggesting neither panic nor immediate …

The yen carry trade, a longstanding financial strategy of borrowing cheaply in Japan to invest in higher-yield assets abroad, is undergoing a rapid and disruptive unwinding. The surprise rate hike by the Bank of Japan (BoJ) and a widely perceived need for …

To PE or not to PE—that is the pressing dilemma for asset owners today. As institutional investors hunt for yield, the allure of alternative investments has intensified. However, while the old-school stocks and bonds portfolio is increasingly supplemented …

It never ceases to amaze me how many investors, including professional ones, accept central bank policies as a fait accompli and without any value judgement. Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and …

BNP Paribas Group announced on Thursday that it has entered into exclusive negotiations to acquire AXA Investment Managers (AXA IM) from AXA. The transaction, worth 5.1 billion euro, includes an acquisition of AXA IM's 850 billion euro in assets under …

As Tesla and Alphabet's disappointing earnings lead to a sell-off in the "Magnificent Seven," small-cap stocks are experiencing a resurgence. But is this "The Great Rotation" or just a speculative bubble? Investment Officer gauges the sentiment. "The …

Even zero-cut advocates now concede to market sentiment

‘We are in a market where DLR/JPY could move both ways violently’

Luxembourg labyrinth: Daisy Mae’s quest to launch a fund

‘Timing a bull-market correction is pointless’

Market carnage: Global stocks plummet amid recession fears

Unravelling of yen carry trades amplifies market turmoil

Asset owners do not need PE to fulfill fiduciary duty, investors say

Time to question the central bank herd mentality

BNP Paribas wants to acquire AXA IM for €5.1 bln

How serious is the ‘Great Rotation’ to small cap stocks?