Assets in European thematic ETFs have climbed to a record 52 billion euro, the highest level since the post-Covid “everything bubble.” While a record number of thematic funds closed in 2024, the category is making a comeback this year, led by the themes …

Despite growing awareness, nature remains a hard sell for investors. As political rhetoric around ESG cools, some investment firms are trying to position natural assets, from forests to oceans, as a credible investment theme. But convincing investors that …

Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time, questions didn’t come through the chat, but as paper airplanes floating through the air. Some landed in the fire and were answered immediately. Others fell …

US asset managers are finding common ground on one point: the short end of the U.S. Treasury curve is where investors should be. The reasoning behind that stance, however, differs sharply. Laura Cooper, head of macro credit at Nuveen, believes the Federal …

ABN Amro’s private banking operations are a key asset for parties considering a takeover of the bank, even though the division’s financial results are generally weaker than those of its competitors. Rumors of a potential takeover of ABN Amro are being …

For decades, the search for alpha has been a quest for investors. Factor models, based on firm characteristics such as size, value, profitability, and momentum, have become the standard in every investor’s toolkit. They offer a systematic framework to …

French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned just hours after unveiling his cabinet. The selloff in equities and widening OAT–Bund spreads reinforced what economists and strategists describe as a new …

The CSSF has ordered all Luxembourg-based investment fund managers to review and, if necessary, correct their sustainability risk policies and disclosures, following a Europe-wide supervisory exercise that found compliance broadly satisfactory but still …

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs to take action and learn to look at and approach things differently, the United States just keeps steaming ahead. Economic growth in particular seems …

Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings. Fewer than six percent of actively managed funds qualitatively assessed by Morningstar analysts in Europe achieve a High score on both the People and …

Defense and AI push European thematic ETFs to record size

Investors struggle to price nature’s true value

Answers from the campfire

Split on rate path, US firms agree on how to position in Treasuries

Private banking coveted prize in European bank consolidation

The human factor in factor investing

French political turmoil underlines ‘desynchronized growth’ in Europe

CSSF presses fund managers to tighten ESG disclosures

Chart of the week: it just keeps going

Morningstar: JP Morgan vs Artisan in global equities