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Mike Gordon and Raymond Frenken
Transfers
December 11, 2025
Transfers: Fidelity, La Française, Partners Group, Palana, Schuman, URW, Robeco
This week’s roundup of people transfers and appointments.
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Investing
December 10, 2025
Bankhaus Metzler expects 10 percent profit for German equities in 2026
Bankhaus Metzler is preparing for another year of strong performance in German equities. The nearly…
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Investing
December 10, 2025
Investors favor EM equities over those from the US in 2026
A majority of large asset managers are most optimistic about equities for 2026, particularly those…
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Asset Managers
December 10, 2025
Mandates lose ground to funds
Assets managed through discretionary mandates have expanded more slowly in Europa over the past ten…
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Asset Allocation
December 9, 2025
Private credit’s real risk rests with the managers
In private credit, institutional investors face their biggest risk not in the asset class itself…
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Supervision
December 9, 2025
Simplification push by ESMA risks raising costs before relief
The European Union’s push to simplify financial reporting faces a complex reality, with industry…
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Asset Managers
December 8, 2025
Resilience in financial markets the surprise of 2025
Many fund houses mark Liberation Day—the day president Trump announced sharply higher US trade…
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Wealth Managers
December 8, 2025
New generation of billionaires shifts to external management
Europe is consolidating its position as the global hub for inherited wealth, but the way that…
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Opinion
December 8, 2025
Chart of the week: big fireworks in 2026?
It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
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Investing
December 5, 2025
Van Lanschot Kempen turns to Alto for operational scalability
Van Lanschot Kempen is upgrading its investment infrastructure by adopting Amundi’s Alto platform, a…
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Expert Panel
December 5, 2025
Morningstar: Capital Group versus Dodge & Cox in global flexible bonds
Global flexible bond strategies cover a wide range of different approaches. Investors should tread…
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Investing
December 4, 2025
Milleis Banque Privée bets on diversification for 2026
Milleis Banque Privée anticipates a scenario for 2026 similar to 2025: moderate global growth and…
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Transfers
December 4, 2025
New appointments at Belasko, Innpact, Deutsche Bank, Schroders and LL
This week’s roundup highlights senior hires and partner promotions across Luxembourg and Europe…
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Opinion
December 4, 2025
Manager selection: is it alpha or beta?
With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging…
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