Articles
24 Jul 2025
Despite heightened political noise surrounding the Federal Reserve, we do not anticipate dramatic shifts in monetary policy – regardless of who is confirmed as the next chair. A Trump-appointed candidate would likely favor a faster return to a neu...
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24 Jul 2025
- BlackRock closes Europe Property Fund VI (EFVI), the sixth vintage in its established European value-add series
- EFVI sees over 60% re-up capital from global LPs and welcomes 17 new investors to the series, demonstrating high conviction for ...
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23 Jul 2025
The fund is managed by Nick Schommer and Brian Recht, two experienced portfolio managers that have worked together for over 10 years, supported by a dedicated, sector-based central research team.
JTXX invests in an actively managed, high-co...
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23 Jul 2025
Despite differing economic backdrops on either side of the Atlantic, the European Central Bank (ECB) and the US Federal Reserve (FED) appear to be moving in tandem. At least for now.
With both central banks expected to stand pat in July and m...
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18 Jul 2025
Tariff inflation has been delayed and partly mitigated by cost absorption and disinflationary offsets, but it should be visible by September.
Frederik Ducrozet, Head of Macroeconomic Research, & Xiao Cui, Senior Economist Pictet Wea...
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17 Jul 2025
By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE.
The legislative package that US President Donald Trump pushed through at the end of last week, despite resistance even among Republicans, poses incalculable risks for America...
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