For a resilient Europe, institutional capital is needed instantly
Achmea IM investment strategist Ruben Kwast calls on institutional investors to deploy their capital for a resilient Europe. “In a world of increasing geopolitical tensions and shifting alliances, their capital is urgently needed to meet the challenges of tomorrow.”
How pension assets make a positive difference
Private equity, private debt, sustainable real estate and agriculture and social bonds all help in their own way to improve health, equal opportunities and quality of life. The specialists at Achmea IM outline the pros and cons of the various investment forms.
Is it a good time to buy European stocks?
According to morningstar,most country stock indices are reasonably valued or even overvalued,but opportunities still exist.
Strong franc causes Swiss worries
“Whenever there is uncertainty in the world,the Swiss franc appreciates,and this makes monetary policy more complicated for Swiss National Bank.” CNBC has the story.
Earnings season starts strong with technology in the spotlight
“We expect a solid earnings season with better-than-expected profits for listed companies. the key question: are the huge investments in artificial intelligence (AI) now really starting to deliver returns?” Read See their picks here. Analysts at CFRA believe these stocks can perform even during a mild recession.
Robeco’s Colin Graham warns investors to be selective this year. He notes exuberant stock and metal markets face potential corrections. Read his full analysis.
Commodity prices are surging. The Kobeissi Letter reported on January 29 that commodities are rising more than 5% daily. Gold, silver, copper, and platinum all hit record highs, and energy prices are rebounding while the S&P 500 stands at 7,000. View the tweet.
gold now trades above $5,500 per ounce. Interest in Bitcoin’s future appears to be waning as gold gains momentum.
