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Opinion
Opinion
November 10, 2025
Chart of the week: what’s expensive?
Now that Trump has been taking things a bit easier over the past few weeks, stock valuations have…
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Opinion
November 7, 2025
What private markets can learn from hospitality
As AI transforms fund administration, the true differentiator will not be process but people. The…
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Opinion
November 5, 2025
The myth of “free” dividends
A targeted educational intervention can break the free dividends fallacy among retail investors. The…
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Opinion
November 4, 2025
The great intermediary reboot
Private markets no longer run in straight lines. Intermediaries are merging, data is flowing, and…
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Opinion
November 4, 2025
A strong euro? Quite the opposite
It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York…
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Opinion
November 3, 2025
Chart of the week: the short-term memory of investors, economists, and experts
It took a little longer than expected, but the delayed US inflation figure for October came in just…
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Opinion
October 30, 2025
Who will still want those guzzlers later on?
The bulk of US economic growth this year can be attributed to data centers. But what will all that…
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Opinion
October 27, 2025
Chart of the week: 海 市 蜃 楼
The title of this column is the Chinese word for “mirage” or “illusion.” Hot air, in other words…
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Opinion
October 24, 2025
Vive la France!
Last week, the French government survived two motions of no confidence, mainly by promising not to…
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Opinion
October 21, 2025
The reverse silk road: why Asian money now lands in Luxembourg
Asian investors are turning to Luxembourg as their preferred gateway to global private markets. The…
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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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