Showing 85 to 96 of 144 results
French Investors Flock to Real Assets: Private Debt Takes Center Stage
French investors are increasingly turning to real assets, particularly private debt, due to its perceived higher returns and lower volatility compared to traditional market investments; the recent "loi Industrie verte" further boosts this trend by integrating unlisted assets into managed portfolios.
French Investors Flock to Real Assets: Private Debt Takes Center Stage
French investors are increasingly turning to real assets, particularly private debt, due to its perceived higher returns and lower volatility compared to traditional market investments; the recent "loi Industrie verte" further boosts this trend by integrating unlisted assets into managed portfolios.
Progress
56% Bias Score
Small-Cap Stocks Rise: Lower Rates and Protectionism Fuel Investment
Lower interest rates and the relative resilience of smaller, domestic companies to protectionist trade policies are boosting interest in small-cap stocks, offering investors potentially higher long-term returns despite inherent risks.
Small-Cap Stocks Rise: Lower Rates and Protectionism Fuel Investment
Lower interest rates and the relative resilience of smaller, domestic companies to protectionist trade policies are boosting interest in small-cap stocks, offering investors potentially higher long-term returns despite inherent risks.
Progress
44% Bias Score
TD Bank Stock Rebounds 16% Amidst Regulatory Challenges and Leadership Change
Toronto-Dominion Bank's share price rebounded 16 percent in two months, exceeding other Canadian banks' performance. This follows a US\$3 billion fine and US growth restrictions in 2024, but factors like undervaluation, new leadership, and sector trends contributed to the recovery. The sale of the C...
TD Bank Stock Rebounds 16% Amidst Regulatory Challenges and Leadership Change
Toronto-Dominion Bank's share price rebounded 16 percent in two months, exceeding other Canadian banks' performance. This follows a US\$3 billion fine and US growth restrictions in 2024, but factors like undervaluation, new leadership, and sector trends contributed to the recovery. The sale of the C...
Progress
44% Bias Score
Corporate Spinoffs Surge in 2025, Creating Investment Opportunities
Lennar's spinoff of Millrose Properties into a REIT in 2025 signals a growing corporate trend, with at least 10 more spinoffs expected this year due to easing interest rates and investors seeking growth, creating investment opportunities despite potential short-term volatility.
Corporate Spinoffs Surge in 2025, Creating Investment Opportunities
Lennar's spinoff of Millrose Properties into a REIT in 2025 signals a growing corporate trend, with at least 10 more spinoffs expected this year due to easing interest rates and investors seeking growth, creating investment opportunities despite potential short-term volatility.
Progress
56% Bias Score
Five-Year Plan for Wealthy Retirement
A five-year plan to achieve wealthy retirement involves defining retirement goals, assessing current finances, increasing income through various means, maximizing investments for high returns, optimizing tax strategies, mastering money management, and regularly tracking progress.
Five-Year Plan for Wealthy Retirement
A five-year plan to achieve wealthy retirement involves defining retirement goals, assessing current finances, increasing income through various means, maximizing investments for high returns, optimizing tax strategies, mastering money management, and regularly tracking progress.
Progress
48% Bias Score
Spanish SICAVs Achieve Record Returns in 2024, Driven by Tech Investments
Spanish SICAVs, particularly those investing in tech companies like Nvidia and Apple, achieved significantly high returns in 2024, exceeding benchmark indices like the IBEX 35 and S&P 500; however, some larger SICAVs increased liquidity in the second half of the year.
Spanish SICAVs Achieve Record Returns in 2024, Driven by Tech Investments
Spanish SICAVs, particularly those investing in tech companies like Nvidia and Apple, achieved significantly high returns in 2024, exceeding benchmark indices like the IBEX 35 and S&P 500; however, some larger SICAVs increased liquidity in the second half of the year.
Progress
48% Bias Score
Excess Liquidity in Europe: Covered Bonds Outperform Government Bonds
Fabio Caiani of Nordea Asset Management discusses managing excess liquidity in the current European context, suggesting covered bonds as an attractive alternative to government bonds due to their resilience and higher potential returns, despite the ECB's quantitative tightening.
Excess Liquidity in Europe: Covered Bonds Outperform Government Bonds
Fabio Caiani of Nordea Asset Management discusses managing excess liquidity in the current European context, suggesting covered bonds as an attractive alternative to government bonds due to their resilience and higher potential returns, despite the ECB's quantitative tightening.
Progress
36% Bias Score
Spanish Wealth Soars Amidst Diverging Savings Patterns
Spanish high-net-worth individuals saw their wealth increase by double digits in 2024 due to strong financial markets (IBEX 35 up 14%, large fortunes up 27%), contrasting sharply with average citizens' savings habits and those of Americans, who invest heavily in financial markets.
Spanish Wealth Soars Amidst Diverging Savings Patterns
Spanish high-net-worth individuals saw their wealth increase by double digits in 2024 due to strong financial markets (IBEX 35 up 14%, large fortunes up 27%), contrasting sharply with average citizens' savings habits and those of Americans, who invest heavily in financial markets.
Progress
48% Bias Score
Canadian Investors Embrace Domestic Stocks Amidst U.S. Tensions
Fueled by anti-American sentiment, Canadian investors are shifting towards domestic stocks, drawn by high dividend yields, discounted valuations compared to the U.S., and the strategic importance of Canada's resource sector despite market weaknesses in tech and consumer goods.
Canadian Investors Embrace Domestic Stocks Amidst U.S. Tensions
Fueled by anti-American sentiment, Canadian investors are shifting towards domestic stocks, drawn by high dividend yields, discounted valuations compared to the U.S., and the strategic importance of Canada's resource sector despite market weaknesses in tech and consumer goods.
Progress
52% Bias Score
Surge in Derivative Income ETFs Amid Market Volatility
The surge in popularity of derivative income ETFs, exemplified by the JPMorgan Equity Premium Income ETF (JEPI), is driven by investors seeking to mitigate market volatility and generate income amid uncertainty, with assets under management increasing from \$3 billion in 2020 to \$97 billion in 2024...
Surge in Derivative Income ETFs Amid Market Volatility
The surge in popularity of derivative income ETFs, exemplified by the JPMorgan Equity Premium Income ETF (JEPI), is driven by investors seeking to mitigate market volatility and generate income amid uncertainty, with assets under management increasing from \$3 billion in 2020 to \$97 billion in 2024...
Progress
40% Bias Score
Actively Managed ETFs Surpass \$1 Trillion in AUM
Actively managed ETFs' assets under management (AUM) surpassed \$1 trillion in 2024, fueled by SEC rule changes and RIA adoption, primarily in the U.S., despite higher management fees compared to passive ETFs (0.63% vs 0.44%).
Actively Managed ETFs Surpass \$1 Trillion in AUM
Actively managed ETFs' assets under management (AUM) surpassed \$1 trillion in 2024, fueled by SEC rule changes and RIA adoption, primarily in the U.S., despite higher management fees compared to passive ETFs (0.63% vs 0.44%).
Progress
40% Bias Score
Trump's Inauguration: Navigating Economic Uncertainty
President Trump's inauguration, marked by conflicting policy signals and a focus on business interests, creates significant uncertainty for investors, prompting the need for long-term, diversified investment strategies to mitigate risks.
Trump's Inauguration: Navigating Economic Uncertainty
President Trump's inauguration, marked by conflicting policy signals and a focus on business interests, creates significant uncertainty for investors, prompting the need for long-term, diversified investment strategies to mitigate risks.
Progress
44% Bias Score
Showing 85 to 96 of 144 results