Asset Allocation

Afbeelding van Chris Sansbury via Pixabay
Asset Allocation
May 22, 2025

ING to offer Eltifs to Dutch, Belgian clients by year-end

ING plans to begin offering one or more Eltif funds for private banking clients in the Netherlands…
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Patrick Thomson, Emea CEO at JP Morgan Asset Management, speaking on Monday in London. Photo: JPM AM.
Asset Allocation
May 22, 2025

Europe’s shift revives case for active investing, says J.P. Morgan

At its London media summit, J.P. Morgan Asset Management underlined Europe’s bright prospects and…
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Designated German Chancellor Friedrich Merz at the Bundestag on Tuesday. Photo by Thomas Imo/Bundestag.
Asset Allocation
May 7, 2025

Berlin’s reform agenda on shaky ground after failed chancellor vote

Friedrich Merz’s failure to secure a Bundestag majority has shaken Berlin’s political establishment…
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Foto: ECB.
Asset Allocation
May 5, 2025

Euro rally exposes compounding risks in unhedged portfolios

European investors face steep losses as a falling dollar and surging euro squeeze returns on…
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Market data on display. Image via Wikimedia.
Asset Allocation
April 30, 2025

Blackrock tops fund inflows in Q1 as Aberdeen and Eurizon retreat

European fund managers pulled in 161 billion euros in the first quarter of 2025, led by Blackrock…
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Illustration generated by AI using OpenAI’s DALL·E, based on Morningstar ESG fund naming data (2025).
Asset Allocation
April 30, 2025

ESG investing retreats in language, not in portfolios

ESG hasn’t disappeared. It is simply speaking a different language.
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Andrew Radkiewicz, global head of private debt strategy and investor solutions at PGIM Real Estate. Photo: PGIM.
Asset Allocation
April 25, 2025

Private credit rises as banks retreat from real estate lending

European banks are scaling back commercial real estate lending on the back of tighter capital…
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Lynda Schweitzer, co-head global fixed income at Loomis, Sayles & Co. Photo: Natixis.
Asset Allocation
April 23, 2025

Loomis Sayles’ Lynda Schweitzer still backs duration

Even after a turbulent few weeks in bond markets, Lynda Schweitzer remains committed to a duration…
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Illiquiditeitsdiscussie, foto door Obie Fernandez via Unsplash
Asset Allocation
April 17, 2025

AI brings new clarity to bond market liquidity forecasting

Artificial intelligence is fast becoming a game-changer in fixed-income investing, offering powerful…
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F-16 Sabca
Asset Allocation
April 11, 2025

Belgium plans dual defense funds, invites financial sector to join in

Belgium is entering the European defense investment arena with two new public-private initiatives…
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Afbeelding van Olga Ozik via Pixabay
Asset Allocation
April 11, 2025

Morningstar: Pzena versus Stewart Investors in EM equities

Emerging markets delivered a relatively resilient start to 2025. Morningstar this week compares the…
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Photo: Piret Ilver.
Asset Allocation
April 10, 2025

Market stress puts classic stock-bond correlation to the test

For many asset owners with balanced portfolios, U.S. Treasuries have long provided protection…
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Afbeelding van WorldSpectrum via Pixabay
Asset Allocation
April 9, 2025

Wealth managers revisit small crypto allocations in portfolios

Bitcoin’s persistent popularity is reigniting portfolio debates among European wealth managers.
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Photo by Nuno Luciano via Flickr.
Asset Allocation
April 7, 2025

Trade war triggers rift among Trump loyalists

Even those expected to back Trump’s tariff move are responding with unease. Over the weekend, that…
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