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Opinion
Opinion
May 27, 2025
More defense spending, fewer rules
Is Europe’s defense push justified? Han de Jong questions rising military budgets and the EU’s long…
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Opinion
May 26, 2025
Chart of the week: and then there were nine
Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of…
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Opinion
May 21, 2025
Private markets test wealth managers' tech limits
The rise of Eltif 2.0 and private market retail access is exposing a critical weakness: legacy…
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Opinion
May 20, 2025
Triple-A tango
Last Friday, it finally happened: Moody’s—the last credit rating agency still holding on to a shred…
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Opinion
May 19, 2025
Chart of the week: The weakest link
Remember that BBC quiz show with the notoriously blunt Anne Robinson, who ended each round with the…
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Opinion
May 13, 2025
Über-capitalist becomes communist
One fascinating espionage technique during the Cold War was the “sleeper mole.” These were Soviet…
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Opinion
May 12, 2025
Chart of the week: Mar-a-Lago: pressure, predicament, and drama
President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the…
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Opinion
May 7, 2025
The true strength of Buffett: loyalty to a simple strategy
Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.
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Opinion
May 7, 2025
Salary indexation will kill our fund industry
The latest automatic salary hike in Luxembourg landed on Workers’ Day. Cheers all around, but will…
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Opinion
May 5, 2025
Chart of the week: a realistic look at bonds
I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and…
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Most recent
Expert Panel
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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Investing
Convergence in European government bonds seen near its limits
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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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