Global equity investors faced a challenging first half of the year. An optimistic start quickly gave way to turmoil as President Trump’s trade war and escalating geopolitical tensions unsettled markets. This uncertainty caused investors to retreat. …

In the world of portfolio management software, few names loom as large as Aladdin, Blackrock’s all-seeing platform that has quietly become a market standard for asset managers, banks, and insurers across the globe. Backed by the world’s largest asset …

Hind El Gaidi, head of Luxembourg at ICG, has been appointed president of the Luxembourg Private Equity and Venture Capital Association (LPEA). Her election was confirmed during the association’s board meeting on 2 July, the LPEA announced. She takes over …

This week’s overview of people transfers and appointments includes updates from Luxflag, Baker McKenzie, EFG Bank, and EuroCTP. Hermann Beythan replaces Denise Voss as chairman of Luxflag Sustainable finance labeling agency Luxflag has appointed Hermann …

For generations of investors, the gospel was simple: invest in a balanced portfolio with 60 percent stocks and 40 percent bonds. This sacred formula was passed down from wealth manager to wealth manager, from father to son, as an immutable law of …

A powerful coalition of European financial trade associations has urged the European Commission not to adopt a U.S.-style trading framework under its flagship Savings and Investments Union (SIU) initiative. The move underscores growing tension between …

The U.S. has dropped plans for a controversial tax provision that would have targeted foreign investors, but tax experts say the risk of fiscal retaliation hasn’t gone away. Section 899, dubbed the “revenge tax,” was removed from President Donald Trump’s …

Investment advisors are getting better at their jobs, according to the distribution teams at asset managers who work closely with them. They’re using more data, stress-testing portfolios against historical scenarios, and educating their clients more …

Eurosif, a pan-European association that promotes sustainable finance at the EU level, is deeply concerned about the European Commission’s proposals to ease corporate sustainability reporting requirements. “Investors will be less well-informed,” warns …

More than a quarter of financial institutions across Europe plan to terminate at least one ICT service provider this year due to non-compliance with the Digital Operational Resilience Act (Dora), according to a new survey by PwC Luxembourg. The report, …

Morningstar: Baillie Gifford versus GQG Capital in growth stocks

Alto! Amundi casts a European spell on Aladdin

Hind El Gaidi named LPEA president, succeeding Mansfeldt

Transfers: Luxflag, Baker McKenzie, EFG, EuroCTP

AI and the balanced portfolio

Industry pushback against Brussels over SIU trading reforms

U.S. tax risk persists, even as Section 899 is shelved

How volatile markets are changing financial advice

Eurosif: Europe is cutting too much from sustainability reporting

Dora sparks ICT shakeout as firms cut non-compliant providers