The fee structure of an investment fund is more than a contract: it is a barometer of trust between fund manager and investor. Nothing frustrates a client more than paying a performance fee in a year with a negative total return, even if the manager has …

Withholding tax reclaims are often slowed by factors outside an investor’s control. Yet, understanding when refunds should arrive is a severely underused investment tool for improving financial planning and control. In my previous contribution , I focused …

What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies? It is important to distinguish between the short and the long term. It was increasingly surprising that financial markets managed, with great …

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 …

AssetCare: fee structures in private equity and hedge funds

WTax: Clearer tax reclaim timelines mean smarter planning

Work ennobles (less and less)

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