Investing

Investing
May 6, 2024

A grim macro picture

The U.S. economy has long enjoyed what might be called a Goldilocks scenario: robust growth paired…
Read more
Products
May 3, 2024

Turbulent times for ecology sector funds

Ecology funds, which invest in companies addressing environmental challenges, peaked in 2020 and…
Read more
Oslo. Photo by Christoffer Engström, via Unsplash CC-BY-2.0.
Investing
May 2, 2024

Norway parliament to debate oil fund investments in private equity

The Norwegian parliament is poised to debate the merits and drawbacks of incorporating private…
Read more
F18 Super Hornet. Photo: Boeing.
Asset Allocation
April 30, 2024

Asset managers struggle with defence investments

For years, it was taboo for funds to put money into arms manufacturers. Now, with the focus shifting…
Read more
Asset Managers
April 30, 2024

Baillie Gifford: cautious investors undervalue growth stocks

Equity investors cling excessively to certainties and undervalue innovations, leading to…
Read more
Steffen Pauls, Moonfare
Asset Managers
April 29, 2024

Moonfare CEO: Private credit concerns ‘not entirely unjustified’

Steffen Pauls led KKR in Germany for over eleven years before becoming CEO of Moonfare. In 2015, he…
Read more
Investing
April 29, 2024

Is the yuan ripe for devaluation?

China is currently navigating a precarious situation reminiscent of the mythical dilemma between…
Read more
High yield street
Products
April 26, 2024

Promising start to 2024 for global high-yield bonds

The start of 2024 has unfurled a rather promising chapter for global high-yield bonds. While the…
Read more
Products
April 19, 2024

Emerging market bonds in local currency

Emerging market debt denominated in local currencies enjoyed a strong year last year, but the first…
Read more
Yeldo's Varedo project
Asset Managers
April 19, 2024

Yeldo business model based on Luxembourg Raifs, securitisation

Among the recently registered AIFs in the CSSF’s AIF Identifiers dataset is “Yeldo Varedo S.C. SP”…
Read more

Most recent

Riccardo Lamanna, Luxembourg country head at State Street. Photo by State Street.
Transfers

Lamanna swaps Luxembourg for Italy at State Street

Read more
The Towa Maru, a Japanese-owned VLCC, is currently sailing past the west coast of Africa. Photo: NYK.
Investing

JP Morgan drops oil base case as diesel risk grows

Read more
Han Dieperink
Opinion

Low expectations, big surprise?

Read more
Dollars - Cottonbro - Pexels
Investing

Wall Street’s earnings boom is less solid than it looks, says valuation expert

Read more
Gertjan Verdickt
Opinion

The price of a tirade

Read more