Investors gain exposure to convertible bonds globally; 81% equity upside captured in rising markets

Investors gain exposure to convertible bonds globally; 81% equity upside captured in rising markets Convertible bonds explained: investing with stabilisers Convertible bonds explained: investing with stabilisers The asymmetric return profile of convertible bonds may prove attractive in today’s uneven macro backdrop. Convertible bonds give investors the opportunity to gain exposure to long-term growth while retaining a degree of downside protection, at a time when markets have become increasingly concentrated. By combining bond-like features with the ability to participate in equity upside, convertibles help to bridge the gap between traditional fixed income and equity market exposure. ...

August 1, 2026

Investors invest in convertible bonds globally; 81% of equity upside in rising markets.

Investors invest in convertible bonds globally; 81% of equity upside in rising markets. Convertible bonds explained: investing with stabilisers Convertible bonds explained: investing with stabilisers The asymmetric return profile of convertible bonds may prove attractive in today’s uneven macro backdrop. Convertible bonds give investors the opportunity to gain exposure to long-term growth while retaining a degree of downside protection, at a time when markets have become increasingly concentrated. By combining bond-like features with the ability to participate in equity upside, convertibles help to bridge the gap between traditional fixed income and equity market exposure. ...

August 1, 2026

Asia-Pacific electricity producers confront heatwave-driven demand across the region as grid stress grows; Record-high demand triggers outages across the Philippines

Asia-Pacific electricity producers confront heatwave-driven demand across the region as grid stress grows; Record-high demand triggers outages across the Philippines The heat is on for Asia-Pacific’s electricity producers Jul 31, 2026, 12:00:05 AM Feb 27, 2026, 12:00:12 AM Nov 28, 2025, 12:00:21 AM The heat is on for Asia-Pacific’s electricity producers The heatwave currently sweeping western Europe and Asia offers a stark reminder that rising temperatures have serious consequences for humanity – consequences which are particularly acute in Asia-Pacific (APAC). ...

August 1, 2026

Finanstilsynet; advarer mot investeringsbedrageri tilbud fra ukjente selgere i Polen; ofte svindelforsøk

Finanstilsynet; advarer mot investeringsbedrageri tilbud fra ukjente selgere i Polen; ofte svindelforsøk Anna Tomaszewska Doradztwo i Pośrednictwo Ubezpieczeniowo-Finansowe - Finanstilsynet.no Anna Tomaszewska Doradztwo i Pośrednictwo Ubezpieczeniowo-Finansowe Utskrivarland: Polen Åtvaring https: investeringsbedrageri Finanstilsynet får ofte førespurnader frå enkeltpersonar som har blitt tilbode aksjar, fondsdelar, CFD-ar og andre investeringsmoglegheiter per telefon, e-post eller post. Tilboda kjem frå seljarar som dei ikkje kjenner frå før, som ofte kallar seg «rådgivarar» eller «meklarar». Dette er svært ofte reine svindelforsøk.

August 1, 2026

Investors buy convertible bonds globally; 81% upside, 60% downside protection.

Investors buy convertible bonds globally; 81% upside, 60% downside protection. Convertible bonds explained: investing with stabilisers Convertible bonds explained: investing with stabilisers The asymmetric return profile of convertible bonds may prove attractive in today’s uneven macro backdrop. Convertible bonds give investors the opportunity to gain exposure to long-term growth while retaining a degree of downside protection, at a time when markets have become increasingly concentrated. By combining bond-like features with the ability to participate in equity upside, convertibles help to bridge the gap between traditional fixed income and equity market exposure. ...

July 31, 2026

Esperti multi-asset negli Stati Uniti aprono posizione lunga tattica sul decennale statunitense; prima volta dal 2023 carry positivo

Esperti multi-asset negli Stati Uniti aprono posizione lunga tattica sul decennale statunitense; prima volta dal 2023 carry positivo Multi-Asset View - Luglio 2026 Multi-Asset View - Luglio 2026 La view mensile dei nostri esperti su asset allocation Come nei mesi precedenti, continuiamo a osservare un basso rischio di recessione negli Stati Uniti, data la forza sottostante del mercato del lavoro. I rischi continuano ad indicare un aumento piuttosto che una diminuzione dell’inflazione, con l’ulteriore incertezza causata dalle turbolenze nel settore energetico in Medio Oriente. Rispetto all’inizio dell’anno, il principale cambiamento nella nostra visione si riflette ora nei mercati obbligazionari, dove le aspettative sono passate da tagli a rialzi dei tassi e si è registrato un aumento del premio al rischio nella parte più lunga delle curve dei rendimenti. L’eccezione principale è rappresentata dalle aspettative di inflazione, che rimangono ben ancorate. Considerato il cambiamento nelle valutazioni, abbiamo aperto una posizione lunga tattica sul decennale statunitense per la prima volta da novembre 2023. Ciò ci consente di trarre vantaggio dal carry positivo e ci offre una copertura contro eventuali fattori che potrebbero mettere a rischio le nostre prospettive procicliche. Continuiamo ad avere un orientamento negativo verso il debito investment grade statunitense data la contrazione degli spread e le dinamiche di fine ciclo. ...

July 31, 2026

European real estate investors in Europe invest €43B in Q2; H1 2025 down ~10%

European real estate investors in Europe invest €43B in Q2; H1 2025 down ~10% European real estate market commentary - July 2026 European real estate market commentary - July 2026 Despite renewed geopolitical uncertainty, Europe’s real estate markets continue to find support from resilient occupier demand, constrained development and increasingly attractive entry points. The conflict in the Middle East continues to weigh on the European economic and real estate market outlook, primarily through its impact on energy prices, inflation expectations, and confidence. ...

July 31, 2026

UK real estate market Q2 2026 transactions reach £7.7b; 40% below Q2 2025, signaling broader, slower market

UK real estate market Q2 2026 transactions reach £7.7b; 40% below Q2 2025, signaling broader, slower market UK real estate market commentary - July 2026 UK real estate market commentary - July 2026 Despite heightened geopolitical uncertainty and elevated financing costs, repriced valuations and resilient occupier markets continue to create compelling long-term opportunities in UK real estate. The Middle East conflict continues to weigh on the UK macroeconomic outlook, primarily through its effect on energy prices, inflation expectations, and economic confidence. Although the initial ceasefire raised hopes that disruption would prove short-lived, renewed attacks on commercial shipping through the Strait of Hormuz and subsequent US military retaliation have highlighted the fragility of the situation. ...

July 31, 2026

FINMA veröffentlicht Warnliste potenziell ohne Bewilligung tätige Gesellschaften Schweiz; Anlegerwarnung mit möglichen Rechtsfolgen

FINMA veröffentlicht Warnliste potenziell ohne Bewilligung tätige Gesellschaften Schweiz; Anlegerwarnung mit möglichen Rechtsfolgen Finanzkapital / finanzkapital.ch | Warning list | FINMA 0 MyFINMA DE FR IT EN Bewilligung Alles zur Bewilligung Tätigkeiten auf dem Finanzmarkt sind bewilligungspflichtig. Die FINMA erteilt die notwendige Bewilligung nur, wenn die gesetzlichen Voraussetzungen erfüllt sind. Die Themen der Bewilligung: Alles zur Bewilligung Bewilligungsformen Banken und Wertpapierhäuser Versicherungen Versicherungsvermittler Asset Management Vermögensverwalter und Trustees Aufsichtsorganisationen Vertretungen ausländischer Finanzinstitute gemäss FINIG SRO Finanzmarktinfrastrukturen und ausländische Teilnehmer Ratingagenturen Registrierungsstelle Ombudsstellen für Finanzdienstleister Prüfstelle für Prospekte Fintech Bewilligte oder registrierte Institute, Personen und Produkte Diese Unternehmen, Personen und Produkte haben eine Bewilligung und dürfen auf dem Finanzmarkt tätig sein. Warnungen Zur Warnung der Anleger veröffentlicht die FINMA eine Liste mit Gesellschaften und Personen, die möglicherweise ohne Bewilligung der FINMA eine bewilligungspflichtige Tätigkeit ausüben. ...

July 31, 2026

Allianz kauft restliche Anteile am Asset-Manager Pimco; Pimco-Bewertung bei 31,8 Mrd Euro

Allianz kauft restliche Anteile am Asset-Manager Pimco; Pimco-Bewertung bei 31,8 Mrd Euro Update Aktien International Börsennews 31. Juli 2026 Aktien International – Update Täglicher Marktkommentar aus dem BEKB-Handelsraum Übersicht European Futures Euro Stoxx 50 6'406 0.8 % DAX 25'786 0.5 % CAC 40 8'563 0.8 % FTSE 100 10'902 0.2 % US-Futures Dow Jones Industrial 52'649 0.5 % Nasdaq 100 28'515 1.0 % S&P 500 7'494 0.3 % News Europa ...

July 31, 2026