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Opinion
Investing
April 2, 2024
Repeat offender
France reported a few weeks ago that its already exorbitant budget deficit of 4.9 per cent of French…
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Sector
March 27, 2024
Parts of the fund industry need urgent restructuring
Every now and then, my development team informs me that they need to take a pause from future…
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Opinion
March 26, 2024
It’s ECB watchers time!
As the last vestiges of winter’s chill give way to the vibrant blooms of spring, the financial…
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Investing
March 25, 2024
Forget about bubble spotters!
Over the past year, Nvidia’s stock has soared by more than 200%, igniting talks of a “bubble” among…
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Sector
March 21, 2024
ESG funds thrive amid denial
In a world inundated with political polarisation and partisan scepticism, it’s easy to get lost in…
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Opinion
March 20, 2024
New Solvency II rules – A boost for Eltifs?
On 19 January 2024, the Council of the European Union published the final compromise containing…
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Sector
March 19, 2024
Defence investments dilemma is tough test for ESG
As European skies darken with the storm clouds of geopolitical tensions, particularly the shadow…
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Asset Allocation
March 18, 2024
China grapples with Western problems
Comparatively minimal macroeconomic news of substance emerges from China; however, the information…
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Asset Allocation
March 15, 2024
Chinese diversification
Chinese stocks are the opposite of US Big Tech stocks in almost every way. They are cheap, but…
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Sector
March 14, 2024
Five reasons why Luxembourg is a better fund domicile than Ireland
Ireland’s competitive tax policies and workforce have attracted numerous fund promoters, propelling…
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Most recent
Investing
The US is entering an era of ‘post-truth statistics’
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Expert Panel
Morningstar: Aberdeen versus Invesco in global emerging markets equities
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Investing
Another wave of price pressure hits European fund managers
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Investing
Defense and AI push European thematic ETFs to record size
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Transfers
Transfers: Cube IM, Align, Zedra, River Global
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