News

Isabel Gomez Vidal. Photo: Alter Domus.
Transfers
August 7, 2025

Transfers: Alter Domus, State Street, Ogier, Arendt, Citi, Triodos

This week’s overview of people transfers and appointments includes updates from Alter Domus, State…
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Anne Gram
Opinion
August 7, 2025

In the long run, optimists still win

Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of…
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Afbeelding van Leo Serrat via Unsplash
Fund Interview
August 6, 2025

Carmignac’s flagship fund stages a comeback, without the crowd

After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of…
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Han Dieperink
Opinion
August 6, 2025

Déjà vu: from Internet revolution to AI revolution

Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and…
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Vlaggen buiten een gebouw van de VN
Asset Allocation
August 5, 2025

Dutch pension funds are rethinking government bonds

Dutch pension funds are rethinking government bonds, sparking a shift that could ripple through…
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WTax - Reuben John
Taxation
August 5, 2025

WTax: The hidden cost of extra time

Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results…
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Image generated via Dall-e/AI.
Technology
August 4, 2025

Luxembourg lays foundation for a digital sovereign debt strategy

Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital…
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Afbeelding van kirill_makes_pics via Pixabay
Asset Managers
August 1, 2025

Morningstar: Allianz vs JP Morgan in multi-asset income funds

Allianz GI and JP Morgan AM take different paths to multi-asset income: one prioritises yield, the…
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Jeroen Blokland
Opinion
July 31, 2025

Chart of the week: The Next Catalyst

Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
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Italy's Leonardo SpA produces unmanned helicopters. Photo: Leonardo.
Asset Allocation
July 31, 2025

ESG funds increasing exposure to defense, data confirms

ESG investment funds in Europe have sharply increased their exposure to defense stocks, according to…
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Most recent

Paris
News

French debt fears revive sovereign CDS

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Valuta-money - Andaru Firmansyah - Pexels
Expert Panel

Morningstar: iShares versus State Street in emerging-markets local-currency bond

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Amine Benmoussa (Karista VC), David Buyck (Buyck Family Advisory Office), Benjamin Sabatier (Sofina), Luis Galveias (LPEA)
Investing

For venture capital funds, family offices offer more than money

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Isabelle Mermillod.
Transfers

Transfers: Indosuez, Caixabank, Simmons & Simmons, Lombard Odier, Infront, Vontobel, KZVK, Prime Capital, Hamilton Lane

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Vestiging van TSMC
Investing

Ucits limit caps TSMC risk, not AI exposure

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