OpinionMarkets
Scope Ratings Opinion Piece
Issuers on the brink of investment grade, as well as high-yield issuers, continue to face significant challenges in securing financing. Debt markets are slowly reopening for European commercial real estate companies, but investor confidence has yet to recover to pre-2022 levels due to high leverage, significant capital investment, and concerns over the governance of some ...
NewsMarkets
Trade and Foreign Policy
The electoral aftermath continues following Donald Trump's victory and the Republicans' success in the US elections last week. There is much to analyze regarding the impact of this new administration and which legislative initiatives from his entire electoral program will be implemented. One of the main focuses is what his proposed tariffs and aggressive trade ...
NewsMarkets
Analysis by Payden & Rygel
The U.S. dollar has appreciated by more than 30% compared to other currencies of developed countries since 2022, defying forecasts from two years ago predicting a decline of 30-40%. Furthermore, since 2011, the currency has risen nearly 40% against a broad basket of currencies. In light of these figures, Jeffrey Cleveland, Chief Economist at Payden ...
NewsAlternatives
KKR Study
The growth of the alternative assets industry will be exceptional: it is estimated that the volume of private assets will increase to over $24 trillion, from a volume of $15 trillion in 2022, according to Preqin's calculations. For now, the current alternative assets market still represents less than 11% of global GDP and only 2.4% ...
NewsAlternatives
UBP Analysis
After 15 months of aggressive tightening, the U.S. Federal Reserve (Fed) shifted its stance and cut its benchmark rate by 50 basis points in its first move. The second step came a week ago, when it announced another cut, this time by 25 basis points. Although the market had anticipated both moves, the Fed has ...
NewsMarkets
A Thoughtful Analysis
If you turn on the TV, don’t worry, we haven’t gone back to 2016. Although Donald Trump is once again in the White House, the global context and market trends are different, so, according to investment firms, his impact will also have different nuances. It’s true that, for now, as Banca March experts remind us, ...
NewsMarkets
The U.S. Market Welcomes the ...
As dictated by the unpredictability of these times, the U.S. elections had an outcome that almost no one expected: a clear victory for one party and an elected president within 24 hours of voting. The U.S. stock market and Bitcoin surged, while Latin American currencies and the price of gold fell. Republican Donald Trump will ...
NewsMarkets
Analysis of Janus Henderson Investors
Is the current enthusiasm for the impact of artificial intelligence (AI) justified? According to Alison Porter, portfolio manager at Janus Henderson Investors, the question should not focus solely on how AI may influence the business model of technology companies but rather on a broader view that transcends the stock markets themselves: “Technology is not just ...
NewsMarkets
New York Life Investments
Today, when the sun sets, children will go out dressed in costumes to ask for candy. No matter how much effort they put into scaring, their mischief is charming. However, U.S. market and macroeconomic numbers could frighten more than Freddy Krueger himself, as reviewed by New York Life Investments. Rates Rise in the Markets’ Tower ...
NewsMarkets
November Meeting
Although all eyes are on the vote count in the U.S. to confirm Donald Trump's victory, the market faces a relevant event between today and tomorrow: a new Fed meeting. According to investment firms' assessments, a new 25 basis point cut is expected, given macroeconomic data showing a strong economy and declining inflation. For Allianz ...
NewsMarkets
Initial Assessments
"This will be America's golden age, it's an incredible victory." With these words, Donald Trump, the Republican Party candidate, declared himself the winner of the U.S. presidential elections. Without the official count having ended, Trump reportedly garnered 267 electoral votes compared to the 224 of his Democratic opponent Kamala Harris. Additionally, the Republicans have taken ...
NewsMarkets
With Information From Fynsa and ...
With just days until the U.S. decides its president, the market is starting to anticipate a Trump victory without major hesitation. Despite the short-term market volatility around elections, U.S. equity performance tends to be fairly “indifferent” to which party takes the White House, especially if Congress remains divided. As a starting point, it seems somewhat ...
NewsAlternatives
UBP Analysis
NewsETF
In Response to Market Demand
NewsBusiness
In the Dubai International Finance Centre
OpinionAlternatives
The Column by Arturo Hanono
NewsTaxation
On November 21 in Montevideo, Celebra Auditorium
NewsAppointments
Coming From Morgan Stanley
OpinionMarkets
Pictet Asset Management
NewsRegulation
Proposal to the SEC
NewsAlternatives
KKR Study
NewsBusiness
Strategic Growth
Cerulli Report
Trade and Foreign Policy
Analysis by Payden & Rygel
Natixis CIB Report
Tailored to Mexican Clients
For 149 Million Euros
According to BofA
In the Dubai International Finance ...
Replacing Anton Brender
Coming From Morgan Stanley
Starting in January
In Collaboration with Vertix Group
From Miami
Citi Private Banking Report
According to Brand Finance Banking ...
Key Trends Watch, by FlexFunds
KKR Study
The Opportunity of Alternatives and ...
UBP Analysis
Private Real Estate Debt II ...
UCITS Format
In Response to Market Demand
According to Data from YouGov ...
The Short Duration USD and ...
Proposal to the SEC
Approximately 65 Million Dollars Vanish
For Over $151 Million
It Was Pleaded Guilty
Previ Manages around $4.9 trillion
It Records A Growth Of ...
Despite the Increase in Security
Pension Savings Have Not Recovered
