European institutional investors wishing to capitalize on anticipated rate cuts by the Federal Reserve are turning to curve steepeners. Investmentment strategists at BNP Paribas and Amundi said this strategy is rapidly becoming a no-brainer trade. …

Not only central banks seek a larger position in physical gold. Clients of asset managers are increasingly requesting gold as an investment. Geopolitical tensions, inflation uncertainties, and high equity market valuations are driving this trend towards …

The European Union confronts a significant challenge in its bid to match the United States economically. Economists at the International Monetary Fund (IMF) assert that Europeans invest insufficiently in venture capital, rendering the sector …

The confluence of high valuations and geopolitical risks indicates potential overheating and future uncertainties. Europe, with its heavy dependence on third-party suppliers for essential goods and raw materials, finds itself particularly vulnerable. The …

We are at a crossroads when it comes to incoming macro data. While it was long hoped for some disappointing figures to give the Federal Reserve the final push to move away from the "higher-for-longer" faith, good news is now "just" good news again. In …

Many EMD investors believe that the overvaluation of the US dollar is at relatively extreme levels, while growth in emerging markets is higher than in more developed markets. Moreover, most emerging markets also managed to reduce inflation faster, and …

Recommendations for a new product labelling regime under the EU's sustainable finance rules are aimed at enhancing clarity and effectiveness of sustainability disclosures for financial products. Sebastiaan Hooghiemstra at Loyens & Loeff reviews the …

This week’s overview of transfers, appointments, promotions and other career news includes updates from the Amundi Institute, the Green for Growth Fund (GGF), Partners Group, Citibank, and KPMG Luxembourg. Guy Stear Guy Stear (photo) has been appointed …

Luxembourg has decided to establish a special anti-money laundering (AML) unit within its tax administration following parliamentary approval. The head of financial supervisor CSSF, meanwhile, expressed his concern over the use of 'outdated systems' at …

Investment advisors in both the US and Europe have been expressing a desire to increase allocations to alternatives, but the average allocation has remained modest, according to gatekeeper and fund selecter surveys by Cerulli Associates and PGIM. …

Investors turn to steepeners to capitalize on Fed cuts

Central bank gold fever grips investors as well

Lack of boldness in venture capital is Europe’s ‘costly weakness’

‘Dancing on the volcano - as long as it lasts’

Good news is ‘just’ good news again

Fund Radar: Currency effects drive returns in EM debt

ESAs support a SFDR 2.0 ‘product labelling regime’

Transfer Thursday: Amundi, GGF, Partners, Citi, KPMG

Luxembourg tax authority to get special AML unit

Illiquidity, complexity restrain allocations to alternatives