Chinese growth is disappointing. Global asset managers are liquidating large parts of their equity positions in the country, resulting in falling share prices. It seems like a godsend for bargain hunters, but passionate China investors are also on their …

An inconvenient truth about the financial industry is that it cannot be trusted; there have been too many scandals to remember. Common solutions, such as rules and regulations, no longer seem to be improving trust, necessitating the exploration of new …

Superlatives are raining down on India, which seems to have passed China as the promised country for emerging market investors. “It looks like the stars are really all aligned this time.” The Indian stock market, larger than France and the UK combined and …

High yield bonds are positioning themselves cautiously in the spotlight as recession fears recede and credit quality improves. While junk bonds perform best during periods of robust economic growth, a region that's closely flirting with a recession is …

Ansgar John Brenninkmeijer, the fifth-generation descendant of the Dutch C&A family, read a popular investment book, founded a fund without any prior experience, had it blessed by a daytrading priest, and has been outperforming “virtually all indices” …

“Shares are no longer dirt cheap, but there are still opportunities. We focus mainly on long-term trends and avoid the riskiest sectors, such as American regional banks and Office REITs,” says Laurence De Munter, investment strategist at Securities De …

At the time of writing, markets are still pricing in just under a 60 per cent chance that the ECB will raise interest rates one more time sometime in the coming months. And although Lagarde has only recently turned to wage growth as an argument for …

Asset owners are going back to basics en masse. Institutional investors are writing large new mandates for global and developed-market equities, wrote bfinance in a quarterly report published this month. The agency, which advises more than 500 pension …

Luca Pesarini, founder and senior portfolio manager of Ethenea Independent Investors, does not mince his words, and so the management of the Ethna-AKTIV fund he helped found in 2002 is no nonsense. For instance, in a recent interview, he shows that he …

Switzerland-based investment house Lombard Odier has reported a 4% increase in assets under management since the end of December 2022, reaching 198 billion Swiss francs of assets at the end of June 2023. The result is due in part to “solid contributions” …

Problems in China upset even enthusiasts

A license for retail investors could reduce regulation

Everything seems to be falling into place for boisterously growing India

It's once again a cautious time for pearl diving among junk bonds

Blessed Dutch fund beats "virtually all indices"

“Staying invested is the message”

Chart of the week: Is the ECB finally ready?

Asset owners write new mandates for equities

Ethenea founder says Europe mishandling green transition

Lombard Odier reports solid semi-annual results, continuing growth