Candriam is lowering the ESG bar for two major funds. This is intended to make investments in “selected defense companies” possible. The move concerns the investment company Candriam Business Equities, the successor to Dexia Business Equities, which …

Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more, even though the policy rate, at 0.75 percent, stands at its highest level in thirty years. The panic surrounding the unwinding of the yen carry trade, …

Private market fund managers are entering 2026 with record fundraising confidence, and much of that expansion is being engineered out of Luxembourg, according to Carne Group. The Grand Duchy has become the operational nerve centre for European private …

The S&P500 is virtually unchanged this year, but beneath the surface the US equity market is moving more than it has in years. More than one fifth of all stocks in the index have already risen or fallen by more than 20 percent this year. The gainers are …

Wealthy families are no longer anchored to a single country, and neither are their assets. As heirs disperse and capital flows across jurisdictions, succession planning is shifting from domestic estate structuring to cross-border patrimonial engineering, …

The Federal Reserve has little appetite to cut interest rates in the near term. Minutes of the January meeting show policymakers are increasingly concerned that inflation could stay above the 2 percent target for longer than expected. Markets might have …

Since Trump’s reelection as president of the United States, the world has been on edge. Geopolitical tensions dominate the markets, and the role of the dollar is once again under discussion. Still, I find it difficult to translate that into the idea that …

The European ETF market grew in January by a record 46.9 billion euro. In the shadow of that growth, a price war is taking place: mainstream ETFs are now being offered with an expense ratio of 0.03 percent. Will Europe soon welcome the “free” ETF, as in …

Listed real estate has become one of the most conspicuous laggards in global markets. After four consecutive calendar years of underperformance against the MSCI World, valuations now sit below their historical median relative to broader equities, …

Investments in private markets are still characterized by limited information and imperfect transparency, particularly when compared with public assets. Asset managers increasingly see economic value in addressing that gap, turning greater transparency …

Candriam lowers ESG standards to allow defense companies

Clarity around ‘Sanaenomics’ makes Japan investable again

Private markets boom faces hardening investor scrutiny

The great rotation

Mobile heirs drive new demand for Luxembourg structures

Fed is not keen on cutting rates, feeding speculation of a rate hike

Chart of the week: if the euro falls

Why the ‘free’ ETF will not reach Europe

Morningstar: AXA vs Janus Henderson in global listed real estate

Transparency in private markets gains economic value