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 …

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 …

More than 600 new Raifs, sub-Raifs launched in 2023 Carne, Pictet and Partners emerge as most active AIFMs Official data sets from CSSF, LBR underpin analysis Raifs have been one of the most successful investment vehicles for Luxembourg. Part of their …

Sofia Harrschar, head of alternative investments & structuring at Universal Investment, delves into the shift towards alternative investments among institutional investors. There is a growing appetite for private equity, private debt and other unlisted …

As the U.S. presidential election nears, the markets are bracing for heightened volatility, particularly within the S&P 500, signaling the first significant movement in the Volatility Index (VIX) in several months. Investors are turning their gaze toward …

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

Emerging markets lag behind, but not at GQG Partners

Oddo’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 surging private credit markets

Animal spirits

Launching Raifs as sub-funds is the new new thing in Luxembourg

Alternative investments continue growth as dynamic asset class

Peak volatility expected during US elections