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Opinion
October 6, 2025
Chart of the week: it just keeps going
As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Expert Panel
October 3, 2025
Morningstar: JP Morgan vs Artisan in global equities
Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings…
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Asset Allocation
October 2, 2025
Private debt momentum keeps up, but challenges lurk
Luxembourg’s private debt market has been flourishing. But products that can pose systemic risks…
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Events
October 2, 2025
Haroon Sheikh: ‘Struggle between great powers has only just begun’
The long-assumed stability of Europe is over. Wars on the periphery, a crumbling system of free…
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Transfers
October 2, 2025
Transfers: Amundi’s Taillardat sets up quant team at E. de Rothschild
This week’s overview of people transfers and appointments includes updates from Edmond de Rothschild…
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Asset Managers
October 1, 2025
Van Lanschot Kempen partners with State Street for active ETFs
Van Lanschot Kempen is preparing to enter the active ETF market through a new partnership with State…
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Asset Allocation
October 1, 2025
ALFI’s pep rally shows private markets’ promise, and their limits
At ALFI’s private assets conference in Kirchberg, policymakers and asset managers championed private…
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Asset Allocation
September 30, 2025
Trump’s new Fed governor openly defies Fed consensus
Open defiance from Stephen Miran underscores political tensions at the Fed, though markets still…
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Asset Allocation
September 29, 2025
ESG is losing its shine but gaining weight
Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews…
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Expert Panel
September 26, 2025
Morningstar: BNP, Amundi mergers test investor patience
Amundi and BNP Paribas pursue scale and expertise through mergers, but integration challenges create…
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Investing
This is what’s in store for Jerome Powell
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Transfers
Transfers: Côme Maison Financière, Alumia, Candriam
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Asset Allocation
Trump’s credit card rate cap would hurt consumers and banks alike
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Opinion
SFDR 2.0 lacks ‘shades of green’
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Opinion
Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’
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