The German Bundestag’s decision to boost defense spending through debt issuance triggered a correction in European defense stocks. Investors are taking profits on high valuations as questions arise about whether they are still justifiable. The …

Fannie Wurtz from Amundi Asset Management, notes that a striking number of Asian investors are channeling their savings into European funds. The French executive is also optimistic about the sector’s long-term prospects. “Several megatrends are driving …

European banks are in solid financial shape, and interest income is exceeding expectations. Still, bank analysts are raising eyebrows at the sector’s sharp rally. Bank stocks continue to deliver exceptional performance. The Stoxx European Banks Index has …

After years of legal uncertainty and debate, the Luxembourg VAT authorities have brought long-awaited clarity to the VAT treatment of directors’ fees. With the publication of a new circular at the end of 2024, the authorities have now formalised their …

Luxembourg, which hosts more than a quarter of all assets held in European investment funds, has raised a red flag over fresh European Commission plans to create a single supervisor for financial services. The country warned on Tuesday that such a move …

Blackrock has been working for “years” on launching a European bitcoin ETP. The asset manager officially introduced it this Tuesday morning on the Dutch, German, and French exchanges. Manuela Sperandeo, who leads product innovation for Blackrock’s index …

Despite a tough economic backdrop, Luxembourg’s Reserved Alternative Investment Fund (Raif) market kept expanding in 2024. Data analysis by Investment Officer shows that overall new fund registrations rose steadily, even as sub-fund launches—a stronger …

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer . While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown …

The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation. Where we would normally expect the law of diminishing …

“Active management is back.” That was the message from Philippe Setbon, CEO of Natixis Investment Managers, at the firm’s Thought Leadership Summit in Paris on Thursday. As the asset management arm of French banking group BPCE, Natixis IM plays a central …

Defense stocks struggle to keep up with the expectations treadmill

Fannie Wurtz (Amundi): ‘Appetite for European stocks has increased significantly’

Analysts surprised by European bank rally

NRF: New circular issued to resolve the VAT saga on directors' fees

Luxembourg raises red flag over EU plan for single supervisor

After ‘years of work,’ Blackrock’s bitcoin-ETP has arrived

Raif growth continues, but signs of caution emerge

El-Erian: ‘Yields won’t drop further without a recession’

The underestimation of artificial intelligence

Natixis’ Setbon warns of sector upheaval as costs keep rising