As European regulators reassess what Ucits funds should be allowed to hold, Luxembourg’s fund industry is drawing a clear red line: do not compromise a global brand that already works. The Association of the Luxembourg Fund Industry (ALFI) cautioned that …

The already downward-trending stock prices of major US private credit firms took another hit this month amid the markdown of the software sector and concerns about AI. While executives are trying to contain those concerns, analysts say market participants …

Rising budget deficits have caused government bonds to lose much of their appeal as a safe haven for investors. High-quality corporate bonds have subsequently moved up the ranks. Has the rally run its course? Samuel Gruen, fixed income specialist at …

The election result in Japan was historic. For the first time since World War II, one party secured a two-thirds majority in parliament. Prime Minister Takaichi can now implement her plans without the compromises that have so often paralyzed Japanese …

Despite a steady increase in the number of European long-term investment funds over the last two years, concerns around gold-plating continue to persist, with France attempting to exclude non-domestic Eltifs from French life insurance products. For Alfi …

With the Dutch House of Representatives (Tweede Kamerlid) passing the Actual Return Box 3 Act last week, the Netherlands will introduce “paper gains” as a basis for taxation starting in 2028. That is entirely unique in Europe. The patchwork of solutions …

Here in Milan, during the Olympic Games, only one thing matters: winning. In geopolitics, the battle for victory has now been pushed to an unprecedented level. But whether we in rustic Europe are truly aware of that, I wonder. “Taking part is more …

The disruptive potential of AI has caused havoc among software companies in recent weeks. Artificial intelligence has been a major force shaping global equity markets in recent years, driving strong performance in the technology sector—especially …

Schroders has agreed to a 9.9 billion pound (11.4 billion euro) takeover by US-based Nuveen, ending 222 years of family ownership and marking a further shift in global asset management toward American dominance. The transaction unites three long …

Spreads on European government bonds are at their lowest level since 2008. The periphery is benefiting from structural growth and European subsidies, while core countries such as France and Germany are weakening. Investors are wondering how much of that …

Ucits review risks ‘backwards’ step, says Luxembourg industry

The growing gap between earnings calls and stock prices in private credit

‘High-quality corporate bonds are expensive, but still attractive’

Japan: from lost decades to profitable reflation

Eltif protectionism: Luxembourg expects Commission to act

Patchwork quilt of European taxes on wealth expands

Chart of the week: Olympic mindset

Morningstar: Guinness versus T. Rowe Price in global equity, ft. software exposure

Schroders ends 222 years of family control in US takeover

Convergence in European government bonds seen near its limits