Pictet Asset Management has shifted its investment strategy, upgrading its allocations to global equities, UK government bonds, and information technology stocks. This move stems from the firm's latest Barometer report and reflects confidence in the …

Not only the US commercial real estate market is struggling with historically low prices due to interest rate hikes and the trend of working from home. Europe, too, is in trouble. Parties with large exposure to this sector are being hit hard, while …

Navigating the interest rate cycle is a paramount challenge for family offices in Germany, according to a recent survey. These offices, tasked with managing the wealth of affluent families, also face geopolitical upheaval and an economic slowdown. The …

A focus on sustainability, digital resilience, and regulatory compliance will significantly influence investment strategies and operations, demanding heightened vigilance and adaptability from global asset managers. As Investment Officer Knowledge …

Amid widespread cautionary optimism, some economists say the global economy is still at risk of a recession, and that we may not be out of the inflationary woods quite yet. Guy Wagner, chief investment officer at Banque de Luxembourg Investments, or BLI, …

Europe’s top financial supervisory authority seems surprised to find “remarkable resilience” in the EU’s financial markets in the light of the higher-for-longer interest rate environment. Going forward, it warned investors of a high risk of corrections, …

I've got to say, I'm usually skeptical of the phrase " This time is different. " More often than not, it's not. But the persistent strength of the U.S. economy, particularly the job market, is making me think twice. Maybe this time really is different. …

Luxembourg funds continued their recovery from a slight decline in October 2023 by amounting at year-end to 5.285 trillion euros, up 2.58% in the month since the end of November. The volume of net assets rose by 5.10% over the past year. The statistics …

The Bank of England (BoE) this week reiterated its concerns about the risks of higher interest rates and limited data disclosure in private credit markets. Harvey Schwartz, CEO of The Carlyle Group with some 380 billion dollars under management, believes …

Only one in five management companies in Europe are publishing a legally required statement detailing how investment decisions may negatively affect sustainability factors. This encompasses aspects like environmental, social, and employee matters, human …

Pictet sees ‘tactical opportunity’ in stocks, Gilts

Europe has the same commercial property problems as US

German family offices keen to reset their asset allocations

Navigating greenwashing and regulatory shifts

BLI’s Wagner: Recession still possible despite optimism

Esma: high risk of corrections, especially in private markets

Is it really different this time?

CSSF: Luxembourg funds, at €5.285 bln, back to growth

Carlyle bites back in debate over risks in private credit

European ManCos struggle with adverse impact reporting