MARC MEYERS AND SEBASTIAAN HOOGHIEMSTRA

Gertjan Verdickt
Opinion
October 7, 2025

The human factor in factor investing

Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Sunset in Paris. Photo: CC0 via pxhere.
Asset Allocation
October 6, 2025

French political turmoil underlines ‘desynchronized growth’ in Europe

French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned…
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Jeroen Blokland
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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Foto Globe Valentin Antonucci - Pexels
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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The private debt discussion at this week's ALFI conference in Luxembourg.
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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Haroon Sheikh, Fondsevent 2025
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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From left to right: Xavier Marconnet, Bruno Taillardat and Frédéric Girod. Photo: EdRAM.
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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State Street’s Ann Prendergast with Erik van Houwelingen, board member Van Lanschot Kempen. Photo: VLK.
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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Panel debate at ALFI's private markets conference on Tuesday. Photo: ALFI.
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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Fed governor Stephen Miran. Foto: Linkedin.
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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Photo: Pexels/Pixabay.
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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Foto Rockwell branding agency: merging river - Pexels
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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Edin Mujagic
Opinion
September 26, 2025

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising…
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Hortense Bioy, global director sustainability research at Morningstar. Photo: Morningstar.
Laws and Regulations
September 25, 2025

UK ESG fund labels seen as poor example for SFDR 2.0

The United Kingdom’s new ESG fund labels have struggled to gain traction. As Brussels prepares an…
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