Investissement

Allianz Global Investors global CIO Franck Dixmier.
Répartition des actifs
20 juin 2023

Allianz’s Dixmier: ‘Monetary policy is really starting to bite’

The Federal Reserve’s predicted interest rate peak between 5.5% and 5.75% has left many asset…
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Investissement
19 juin 2023

Artificial inconsistencies

I’m a big fan of the Bank of America Global Fund Manager Survey. Firstly, because it pertains to the…
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Image by Google DeepMind on Unsplash
Investissement
16 juin 2023

Nvidia and dawn of generative AI mark a new investment era

The artificial intelligence revolution is in full swing, and Nvidia’s recent financial performance…
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Asset Managers
15 juin 2023

Démystifier le mythe de la gestion active

“La gestion active est une imposture - pas étonnant que mes rendements soient suspects”, écrit…
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Holger von Keutz, securitisation leader at PWC and LuxCMA treasurer.
Actualités
9 juin 2023

‘New securitisation law requires update to match Ireland’

La communauté luxembourgeoise de la titrisation se mobilise face à l’observation de l’Irlande…
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JP Morgan Asset Management presents its Mid-Year Economic Outlook in Luxembourg. Photo: IO..
Asset Managers
8 juin 2023

JP Morgan AM says alternatives now are ‘absolute necessity’

The negative correlation between bonds and stocks is no longer a certainty due to structurally…
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Daniele Antonucci. chief economist at Quintet Private Bank. Photo: Quintet.
Répartition des actifs
8 juin 2023

As growth slows, Quintet shifts to defensive investments

More exposure to low-volatility European equities, high quality bonds in the U.S. and a bit in…
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Photo via Unsplash.
Répartition des actifs
8 juin 2023

Inflation declines surpass expectations amid volatility risks

May saw a 6.1 percent increase in consumer prices in the EU compared to the previous year, the…
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Ben Prade, partner at GP Bullhound. Photo: GP Bullhound.
Asset Managers
7 juin 2023

GP Bullhound sees 2023 as ‘great vintage’ for tech

A stellar performance of a small number of listed tech companies is largely responsible for the…
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EU president Ursula von der Leyen and UK PM Rishi Sunak - Wikimedia Commons/Number 10
Asset Managers
4 juin 2023

UK-EU MoU could end mutual lack of trust, rebuild bridges

A Memorandum of Understanding on financial services agreed between the EU and the UK, published on…
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Plus récent

The demolition of the East Wing in progress last October. Photo: Wikimedia.
Supervision

Washington fait marche arrière en matière de protection des investisseurs

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Dollar, peso, rupee. Credit: Avinash Kumar / Unsplash
Panel d'experts

Morningstar – stratégies obligataires diversifiées mondiales : Blackrock et Pimco

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Edin Mujagic
Opinion

La plus grande menace pour l’euro est la BCE

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Clubdeals. Credit: Pavel Danilyuk/Pexels
Investissement

Par le biais de « club deals », les familles fortunées investissent ensemble dans des actifs privés

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Henry Craik-White. Photo: Schroders.
Répartition des actifs

Alors que les éditeurs de logiciels sont « bradés », le marché européen du crédit se réajuste

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