2509 résultats pour ""
Date
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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 …
1 août 2024
Nominations

Transfer Thursday: Scope, EuroCTP, i-Hub, LOD

This week’s overview of transfers, appointments, promotions and other career news includes updates from Scope, EuroCTP, i-Hub and LOD. Lars Edler Dr. Lars Edler (photo) has been appointed group managing director of Scope Fund Analysis. Since July 1, Edler …
31 juillet 2024
Panel d'experts,Lois et réglementation

The new EU AML/CFT regime - what are the main upcoming changes? 

The European Union’s new anti-money laundering / countering the financing of terrorism (AML/CFT) regime addresses previous shortcomings by harmonising regulations and enhancing enforcement tools, aiming to effectively prevent money laundering and …
31 juillet 2024
Administration d’actifs,Gestionnaires de patrimoine

Luxembourg eases creation of Eltifs from existing private funds

Luxembourg's financial regulator, the Commission de Surveillance du Secteur Financier (CSSF), is simplifying the process for investment firms to create European Long-Term Investment Funds (Eltifs) as sub-funds under existing alternative investment funds. …