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Date
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June 4, 2025
Opinion

Return is a chosen illusion

At the heart of financial research lies a seemingly simple question: what is the risk-return profile of stocks and corporate bonds? New research based on the Belgian stock market from 1850 to 1913 shows that the answer changes fundamentally when …
June 3, 2025
Investing,Wealth Managers

Second opinions become strategic tool for asset managers

External portfolio reviews are becoming a core strategic tool for wealth managers navigating volatile markets. For firms like Natixis Investment Managers, Blackrock, and Morgan Stanley, these second opinions deepen client engagement and sharpen their …
June 3, 2025
Investing

Dull dividend stocks are making a comeback

Dull dividend stocks are making a comeback. As investors cool on pricey U.S. growth names, income strategies, once dismissed as boring, are outperforming global markets. Two leading asset managers say dividend-focused portfolios, especially in Europe, are …
June 3, 2025
Opinion

Euro as a challenger to the dollar?

The U.S. dollar is taking a beating. I’m not just referring to its exchange rate, but also to the growing doubts being raised about the role the greenback plays on the global stage as the de facto world currency. That, according to Christine Lagarde, …
June 2, 2025
Asset Managers,Sector

Luxembourg family offices quietly reposition for a new generation

Across Luxembourg, family offices are preparing for change as younger generations begin to take more control. With new priorities like sustainability, digital tools and impact investing, wealth managers are adjusting how they support family clients. In an …
June 2, 2025
Investing

Record number new ETFs flood the market

In the first four months of this year, a record number of new ETFs entered the market, with active index funds being particularly popular. “All active asset managers in Europe will switch to ETFs within the next ten years.” According to data from research …
June 2, 2025
Opinion

Chart of the week: a real shortfall

Some periodic reports and studies are more informative and enjoyable than others. As far as I’m concerned, you can skip the obligatory and meaningless outlooks for the coming calendar year. I prefer to look at what investors are actually doing, rather …
May 30, 2025
Sector

AI shakes up the landscape of ESG data providers

The combination of artificial intelligence, impending regulation, and shifting market dynamics is shaking up the traditionally opaque sector of ESG data providers. One sign of the changing times is that Econopolis Invest, a fund managed by the …
May 30, 2025
Expert Panel

Morningstar: MFS vs. Maj Invest in Global Large-Cap Value Equities

After years of underperformance, European equities are finally stepping out of the shadow of their U.S. counterparts in 2025. Investors began the year skeptical about Europe, but sentiment shifted—thanks in part to a German proposal to invest heavily in …
May 28, 2025
Investing

Dutch cooperative offers alternative to Luxembourg fund toolbox

Luxembourg offers one of Europe’s most extensive menus of fund structures—RAIF, SCS/SCSp, Sicav, SIF, Eltif—used widely by global asset managers. So it’s notable that Dutch private bank Van Lanschot Kempen has opted for a domestic cooperative, not a …