Artificial intelligence is still at the beginning of its growth curve, but both the infrastructure and the valuations behind the boom show signs of strain. For investors, the opportunity is undeniable, yet so are the risks. Nvidia chief executive Jensen …

Historically, US smallcaps have outperformed their European peers, with a difference of about 1.5 percent to 2.5 percent over 5-, 10- and 15-year periods, depending on the timeframe. In the first seven months of 2025, however, the situation has been …

At the Weseler Werft, a green strip along the river Main in Frankfurt with a view of the European Central Bank (ECB) headquarters, the music of Strauss, Mendelssohn, and Liszt rang out on August 21. The ECB sponsored the Europa Open Air concert to …

Family officers serving wealthy Belgian families often prove more willing to take risks than their clients. Aligning perspectives usually requires careful techniques, according to research by Sam Bossuyt at Ghent University (UGent). For his master’s …

This week’s overview of people transfers and appointments includes updates from Allianz Global Investors, A&O Shearman, State Street, Titanbay, and other firms. Allianz Global Investors Bjoern Jesch , the former global chief investment officer of DWS …

Markets are shrugging off Donald Trump’s attempt to fire Federal Reserve governor Lisa Cook. Economists warn the strain is nonetheless showing in long-term U.S. rates and the dollar, raising questions over how long investors can keep ignoring political …

Luxembourg’s financial regulator has warned that companies’ first attempts at sustainability reporting under EU rules risk overstating green progress, citing inconsistent practices and weak transparency. In a review of sustainability reports for 2024, the …

Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean, what are the economic consequences, and how are some ASEAN and BRICS countries putting it into practice? ANA can be defined as “pursuing your own interests …

When the European Union’s new global minimum tax took effect last year, it was billed as a milestone in the global fight against corporate tax avoidance. But a deal struck at the Group of 7 summit in June has given American multinationals a way around the …

In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John Chambers titled The internetworking takes off. At that point, there was absolutely no sign of a dot-com hype, though Alan Greenspan thought otherwise in his …

AI infrastructure spending boom raises questions on valuations

Morningstar: Dimensional versus Neuberger Berman in US smallcaps

While the eurozone sinks, the orchestra plays in Frankfurt

Family officers often willing to take bigger risks than their clients

Transfers: Bjoern Jesch swaps DWS for Allianz Global Investors

Markets ignore Trump’s Fed shenanigans as bond strains grow

Luxembourg watchdog questions credibility of early CSRD reporting

ANA or active non-alignment

US carve-out deepens Pillar Two complexity

The vision of Masayoshi Son