The market turned its short attention span towards Donald Trump and his secret health care bill that was just revealed to the world yesterday. Many experts say that this bill has no chance of becoming a law but that didn’t stop healthcare stocks from raising the roof on the stock… Read More »
The rising risk of global trade, capital and labour protectionism is an important investment topic. Protectionism affects both emerging and developed markets, in our view. Some countries have found different paths around rising global protectionism. This is in particular true for the Emerging markets where new trade agreements are being… Read More »
Intesa willing to rescue BPVI and Veneto Banca ISP has said that it is willing to buy certain assets and liabilities and legal relationships of BPVicenza and Veneto Banca at a symbolic price (€1), provided that the related terms and conditions ensure, also on the legal and regulatory level, that… Read More »
In an environment of continued low rates, investing in short-dated bonds makes a lot of sense. High yield is specifically of interest, as it tends to do well in times of rising rates. Still, high yield bonds also bring higher risks. Managing default risk and selecting issuers with the utmost… Read More »
Kontron selected by Safran Electronics & Defense for small form factor certifiable rugged mission computers Kontron, a leading provider of Embedded Computing Technology (ECT), today announced it has been selected by Safran Electronics & Defense to supply COBALT mission computers for the Patroller Unmanned Aerial Vehicle (UAV). Kontron’s team in… Read More »
Valentijn van Nieuwenhuijzen -
The search for income generating asset classes has to a certain extent come back on investors’ minds. This has translated in a recovery in government bond markets and the relative performance of income generating equity sectors like telecom, utilities and real estate. It is also is visible in the renewed… Read More »
What does the addition of China’s USD 7.7 trillion domestic equity market1 into MSCI’s emerging markets benchmark mean for global investors? If Wuliangye Yibin or Shanghai Pudong Development Bank don’t ring a bell to investors outside China, that is about to change. After four rounds of review since 2013, the… Read More »
James Butterfill -
The VIX index is currently demonstrating a complete absence of fear. In the context of current world affairs and political instability, we believe this is demonstrating a worrying complacency amongst investors. Changing course after failureThe VIX index, coined as the fear index, is currently demonstrating a complete absence of fear.… Read More »
BlackRock to take a minority equity stake in digital investment manager Scalable Capital. Investment will support Scalable Capital’s growth ambitions with financial institutions and corporates Scalable Capital today announced the signing of a €30m funding round, led by BlackRock alongside existing investors HV Holtzbrinck Ventures and Tengelmann Ventures. This funding… Read More »
With a new majority in the French National Assembly, President Macron has increased the chances parliament will pass his ambitious reforms, which are aimed at transforming labour laws and spurring growth. But France also faces some hard fiscal realities that may take some time to fix. Ahead of France’s presidential… Read More »
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