2362 résultats pour ""
Date
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8 août 2024
Investissement

Even zero-cut advocates now concede to market sentiment

Even staunch opponents of easing interest rate policy in the U.S. are now conceding. Among them is Torsten Slok, chief economist of private equity fund Apollo Global Management and a fervent supporter of the zero-cut stance.  "With inflation declining and …
7 août 2024
Administration d’actifs,Opinion

Luxembourg labyrinth: Daisy Mae’s quest to launch a fund

Daisy Mae is excited. Not even the gloomy Luxembourg summer weather can dampen her mood. She has been sent from Houston, Texas, to set up a railway infrastructure investment fund for Texas Gulf Adventures (TGV). They aim to launch the fund by January …
6 août 2024
Investissement

‘Timing a bull-market correction is pointless’

Few stocks remain untouched in a market correction. An attempt by the editorial team to find out what asset managers are buying during the dip immediately fails: "Timing a bull-market correction is pointless," they say. Everyone with an internet …
6 août 2024
Investissement

« La banque centrale la plus importante au monde est la BoJ, pas la Fed »

Dans un contexte de turbulences sur les marchés financiers, Ritesh Jain, ancien Chief Investment Officer chez BNP Paribas et Tata Mutual Fund et cofondateur de Pinetree Macro, souligne que « la banque centrale la plus importante au monde est la BoJ et non …
5 août 2024
Investissement

Market carnage: Global stocks plummet amid recession fears

The stock market experienced a tumultuous Monday, with analysts, strategists, and investors expressing their frustration over significant market declines. Despite the turbulence, market experts advise caution, suggesting neither panic nor immediate buying …
5 août 2024
Investissement

Asset owners do not need PE to fulfill fiduciary duty, investors say

To PE or not to PE—that is the pressing dilemma for asset owners today. As institutional investors hunt for yield, the allure of alternative investments has intensified. However, while the old-school stocks and bonds portfolio is increasingly supplemented …
5 août 2024
Investissement,Opinion

Time to question the central bank herd mentality

It never ceases to amaze me how many investors, including professional ones, accept central bank policies as a fait accompli and without any value judgement. Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and …
2 août 2024
Investissement

How serious is the ‘Great Rotation’ to small cap stocks?

As Tesla and Alphabet's disappointing earnings lead to a sell-off in the "Magnificent Seven," small-cap stocks are experiencing a resurgence. But is this "The Great Rotation" or just a speculative bubble? Investment Officer gauges the sentiment. "The …
2 août 2024
Investissement

Fund Radar: India stands out among emerging markets

Despite concerns over persistent inflation, geopolitical tensions, surprising election outcomes, and a slowing Chinese economy, European investors have maintained a positive outlook, driven by optimism surrounding artificial intelligence and potential …
1 août 2024
Asset Managers,Administration d’actifs

Luxembourg centre-stage as State Street finetunes its European ops

With the recent appointment of Luxembourg branch manager Riccardo Lamanna to an executive role at State Street Bank International, the Boston-based financial services firm now is refining its European operations from Luxembourg. This next phase in …