There aren’t many must-reads in the investment world, but UBS’ Global Investment Returns Yearbook is one of them. Compiled by academics at London Business School and Cambridge University, the annual report digs into long-term market trends, often …

The Markets in Crypto-Assets Regulation (MiCA) came into force on 1st January 2025. To ease the application of MiCA, ESMA published some final guidance on the conditions and criteria for the qualification of crypto assets as financial instruments, on 17 …

The absence of the subscription tax was one of the reasons managers chose Ireland over Luxembourg. Now that they have established funds and grown nicely, they are unlikely to change domicile, says Mark Browne, partner and head of asset management and …

Mixed funds have been experiencing a strong net outflow of assets for two years. A lower interest rate could reverse the negative trend, but for now, investors show little interest, said Morningstar analyst Thomas De fauw. During the era of ultra-low …

Due to increased concentration risk in equity markets that are ‘crammed’ into US (tech) stocks, asset managers are experiencing increased demand for rules-based ETFs. These trackers reduce that risk or exclude the market segment with the highest …

Luxembourg private banks are under pressure. Costs are skyrocketing, regulations are becoming stricter and a shortage of talent threatens competitiveness. According to Yves Stein, president of the Luxembourg bankers’ association ABBL, digitization and …

For an increasing number of ultra-wealthy Dutch individuals, the question is no longer just how much tax they pay—but whether the Netherlands remains the right place to live and invest. Asset managers report growing discussions about emigration, with …

The German elections have resulted in a victory for the CDU/CSU. That was not entirely unexpected. The same cannot be said for the historic defeat of the SPD, which recorded its worst result since 1887. You read that correctly: the most dramatic election …

The global government bond Morningstar category, launched in October 2024, reflects a growing fund landscape with 117 distinct offerings as of February 2025. Divergent economic structures, policy responses, and political backdrops shape investor …

The monetary forest through which Christine Lagarde and the rest of the ECB are wandering appears to have only one path. During the latest press conference, the ECB President made it clear that the direction of the bank’s interest rate journey is …

Market concentration at a 92-year high, UBS Yearbook finds

Norton Rose Fulbright: Welcome to MICA - but what is a crypto asset anyway?

“Highly unlikely that Luxembourg will catch Ireland in the ETF space”

“Little interest in multi-asset funds”

Concentration risk increases demand for rules-based ETFs

Yves Stein underlines need for private banks to innovate

Wealthy Dutch weigh emigration as business climate deteriorates

Chart of the week: Mixed feelings

Morningstar: BNY Mellon vs Colchester in global government bonds

The path the ECB has chosen leads to disaster