Government bonds have long enjoyed a special place in investors' portfolios. Often seen as a cornerstone of stability, their appeal as a safe haven is rarely questioned. Yet, recent years have painted a different picture, revealing a story of diminishing …

If Donald Trump is re-elected as President, he plans to have more control over U.S. monetary policy, not just relying on Federal Reserve (Fed) officials who follow his direction. This idea has raised concerns among experts, including Sylvester Eijffinger, …

In the years leading up to 2020, Chinese equities enjoyed an unparalleled surge in dominance within emerging markets, at one point accounting for nearly 40 percent of the emerging market index. However, the advent of the coronavirus pandemic, government …

Investors need strong nerves in 2024, but institutional investors are staying calm, according to the latest analysis at Universal Investment. In the equities segment, investors are even showing an appetite for risk, writes Martin Groos. As one of …

Banque Havilland, a Luxembourg-headquartered private bank controlled by Prince Andrew’s longtime financial adviser David Rowland, has effectively been put out of business in Europe following a coordinated clamp-down by EU regulators amid persistent …

After a turbulent period for Japan's markets, marked by a sharp drop in the Nikkei and a significant surge in the yen, the Bank of Japan (BOJ) finds itself at a critical juncture. As global investors and policymakers closely monitor the BOJ's next moves, …

In a time when the world is facing unprecedented changes in the energy landscape, geopolitical forces are crucial for understanding the current and future energy markets. "I am absolutely convinced that we are only at the beginning of what could be one of …

The Bank of Japan unexpectedly raised interest rates, and for those who did expect it, the increase was larger than expected. And so "all hell broke loose". But despite the fact that this left the stock market bears seemingly unscathed - even though they …

The carry trade is a well-known currency trading strategy that has gained huge popularity among investors and traders in recent years. In a carry trade, an investor borrows money in a low-rate currency, such as the Japanese yen, and then invests it in …

Despite global securities markets enjoying a robust first half of 2024 and various investment categories capturing the interest of European investors, some segments failed to impress. Which asset classes, investment styles, and regions fell out of favor …

Chart of the week: The great rebalancing

Trump seeks more control over interest rates if re-elected

Fund radar: China’s once-glowing equities dimmed by economic turmoil

No environment for the faint-hearted

Regulators push Banque Havilland out of business in Europe

Yen carry trades: The last source of free money is drying up

Energy transition ushers in biggest bull market ever

Unfortunately, this is not the end of the carry trade

The carry trade: a popular but risky currency strategy

Fund radar: Sustainable funds and UK stocks out of favour