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Opinion
Opinion
January 26, 2026
Chart of the week: you wouldn’t expect it, would you
An insignificant Danish pension fund dumps all its US Treasuries. Financial media eagerly jump on…
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Opinion
January 21, 2026
Promoting Luxembourg is not sales. It’s translation.
In Asia, Luxembourg’s challenge is not explaining its rules, but translating stability, judgment and…
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Opinion
January 20, 2026
When everything goes against you, recovery beckons
The global economy is facing significant challenges. Geopolitical tensions are often palpable, and…
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Opinion
January 19, 2026
The chart that investors would rather not see
In the run-up to the Senate elections later this year, a presidential candidate has been making some…
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Opinion
January 14, 2026
SFDR 2.0 lacks ‘shades of green’
The product classification in the revised SFDR does not allow for any ‘shades of green’. That is…
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Opinion
January 13, 2026
Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’
The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome…
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Opinion
January 12, 2026
Chart of the week: better a raging optimist or a permabear than an index hugger
A new year, a new round. Every year at the beginning of January, I once again look with amazement…
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Opinion
January 12, 2026
The illusion of passive investing
Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all…
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Opinion
January 7, 2026
On Wall Street, one type of colleague remains ‘problematic’: the woman
EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a…
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Opinion
January 6, 2026
The continuation of the semiconductor supercycle
The first trading day of 2026 left no room for doubt. While many investors were still recovering…
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Morningstar: Guinness versus T. Rowe Price in global equity, ft. software exposure
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Asset Managers
Schroders ends 222 years of family control in US takeover
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Transfers
Transfers: Eurex, PGIM, Franklin Templeton, Janus Henderson, Fidelity, Metzler
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Laws and Regulations
Interpreting the ‘look-through’ for intermediary entities for Eltifs
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