2557 résultats pour ""
Date
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17 décembre 2024
Répartition des actifs,Investissement

Quintet eyes broader AI boom but hedges its risks

Quintet’s chief investment officer Daniele Antonucci is steering the private bank’s investment strategy through 2024’s volatility—adjusting exposures in tech, bonds, and cyclicals as clients increasingly pivot toward thematic investing and geopolitical …
16 décembre 2024
Supervision

CSSF aims to set benchmark for AI-based supervision in EU

Luxembourg’s financial supervisor, the Commission de Surveillance du Secteur Financier (CSSF), is charting new territory with its ambitious adoption of sovereign cloud infrastructure and artificial intelligence. As the first national regulator in Europe …
16 décembre 2024
Investissement

Passion investing for professionals: Why wine and art stand out over Lego

Investing in wine, art, Lego, luxury handbags, whisky, or violins may seem to share a common thread—they are all driven by passion. But for professional investors, most of these categories fall short of being viable investments, regardless of enthusiasm. …
16 décembre 2024
Opinion

Chart of the week: sentiment boost

“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less relevant because of it. The “surprising” surge in confidence among American smallcaps is no exception. The chart below shows that confidence among small …
13 décembre 2024
Panel d'experts

Dirk Coveliers : L’arrêt de la CJUE sur la retenue à la source aux Pays-Bas, une opportunité pour les assureurs

La Cour de justice de l’UE (CJUE) a condamné les Pays-Bas pour avoir traité différemment les assureurs étrangers et nationaux en matière d’imposition des dividendes.  Selon l’ arrêt du 7 novembre 2024 , cette différence de traitement fiscal est contraire …
13 décembre 2024
Panel d'experts

Morningstar: bitcoin spot-ETF's are hot

Bitcoin recently hits the symbolic 100,000 dollar mark as spot ETFs surge in popularity among investors. There is no fundamental reason behind bitcoin’s current price. When an asset's price becomes detached from its intrinsic value and is entirely driven …
12 décembre 2024
Investissement

10 possible surprises for investors in 2025

When consensus dominates the market, unexpected surprises often lurk just around the corner. Could the U.S. economy prove weaker than anticipated, while Europe is stronger than expected? Is the threat of inflation a thing of the past, or could it …
12 décembre 2024
Investissement

Water challenges force investors to make certain financial choices

Heavy rainfall in Spain led to floods in October, causing over 10 billion euro in damages. This is yet another manifestation of the global water crisis, which poses an economic risk to investors. Risk management increasingly involves steering towards …
12 décembre 2024
Nominations

Transfers: GSK Stockmann, Deutsche Boerse, HSBC

This week’s overview of transfers and appointments includes news from GSK Stockmann, Santander Asset Management, Deutsche Boerse, and HSBC. GSK Stockmann Hawa Mahamoud, Chara Papagiannidi (photo), and Marie-Therese Wich have been promoted to counsel at …
11 décembre 2024
Investissement

European smallcaps ‘deeply undervalued’, says Edmond de Rothschild AM

Edmond de Rothschild Asset Management has identified European smallcaps as a standout investment opportunity for 2025, labelling them “deeply undervalued”. The firm's CIO, Benjamin Melman, presented the firm’s outlook for the coming year, highlighting key …