The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been a bit boring at times. But with the latest set of macro figures, things are getting a bit more exciting again, with a likely good outcome as a result. I …

Caution is needed in selecting stocks of European listed companies as the European Union works on a policy to promote strategic autonomy in response to a rapidly changing geopolitical environment. For asset owners and investors, this involves risks and …

Bonds issued by some of the world's poorest countries have enjoyed a robust start to 2024, despite the backdrop of elevated US interest rates. Over the first five months of the year, the JPMorgan EMBI Global Diversified index recorded a 3.5 per cent …

The European Central Bank’s (ECB) decision to cut its benchmark interest rate for the first time since 2019 underscores a strategic but cautious approach to managing persistent inflation in the Eurozone. The move reflects a balance between acknowledging …

This week’s overview of transfers, appointments, promotions and other people news includes updates from Robeco, Apex-subsidiary Holtera, and UBS. Erik van de Weele Erik van de Weele (photo) has been appointed to join Robeco’s sales team covering Belgium …

The latest data reveals a dip in new Luxembourg alternative investment funds (AIFs) registrations since the first quarter of this year, though reserved alternative investment funds (Raifs) show resilience, driven by recent legislative updates and steady …

Unlike in the United States and Australia, greenwashing in Europe’s financial sector remains largely unpunished, even though existing legislation allows national regulators to take action against firms that mislead investors. Most supervisors in the EU …

While economic growth and growth expectations for the US are leveling off slightly, the European economy appears to be strengthening. A unique moment lies ahead: the European Central Bank (ECB) may pre-empt the Federal Reserve (Fed) with rate cuts. "This …

As the US presidential election nears, the bond market braces for a potential resurgence of the “bond vigilantes.” With fiscal deficits reaching unprecedented levels, there is growing concern that neither major party candidate has a viable plan to address …

There have been many criticisms of capitalism in recent years. These were mainly attempts to get rid of neoliberalism that relied on the solving power of the free market. In practice, many neoliberals have distanced themselves from the idea of a "natural" …

Finally, a stir

An autonomous EU would create a new framework for investors

High rates give emerging market bonds positive start to 2024

ECB begins gradual rate cuts amid persistent inflation

Transfer Thursday: Robeco, Holtera, UBS

‘Raif structures now surpass specialised investment funds’

Greenwashing still unpunished as supervisors lack resources

Quintet’s Dutch subsidiary is upbeat on Europe’s prospects

Fiscal recklessness awakens ‘bond vigilantes’ ahead of US elections

More market, less government