3311 results for ""
Date
|
August 11, 2025
Opinion

Greece: Economic comeback? Or just a stimulus illusion?

The EU’s trade deal with the US may not be its finest hour, but that doesn’t mean Europe is without success stories. Take Greece, for instance. Near bankrupt in 2010, the country is now one of the eurozone’s strongest growers. Unemployment has fallen …
August 8, 2025
Asset Allocation,Investing

Morningstar: Winton vs AQR in trend-following strategies

Trend-following strategies, also known as managed futures, have historically performed well during periods of strong market movements. They benefit from price fluctuations in both rising and falling markets. However, trendless or sideways markets tend to …
August 8, 2025
Investing

Blended finance gains momentum in Belgian market

Belgium’s impact investing sector has plenty of untapped potential, says Pierre Harkay, CEO of Impact Finance Belgium. From dormant accounts to blended capital strategies, Harkay sees multiple ways to diversify funding for social and environmental …
August 7, 2025
News

Border no longer defines Luxembourg’s financial workforce

Long reliant on cross-border labor from Belgium, Germany, and especially France, Luxembourg’s financial sector has reached a demographic milestone. As of 2024, a majority of the sector’s workforce now lives in Luxembourg. According to the State of the …
August 7, 2025
Transfers

Transfers: Alter Domus, State Street, Ogier, Arendt, Citi, Triodos

This week’s overview of people transfers and appointments includes updates from Alter Domus, State Street, Ogier, Arendt, Citi Securities Services, Triodos Bank and Utmost Group. Alter Domus Isabel Gomez Vidal has been appointed chief commercial officer …
August 7, 2025
Opinion

In the long run, optimists still win

Recent months have been eventful for the markets. Despite political and geopolitical turmoil — and numerous warnings — equities have recovered following the sharp correction earlier this spring. Market commentators are puzzled by the resilience and …
August 6, 2025
Fund Interview

Carmignac’s flagship fund stages a comeback, without the crowd

After years of disappointing returns, Carmignac's flagship Patrimoine fund is showing signs of recovery.  In the first half of 2025, the fund outperformed its benchmark by 9.5 percent. Yet investor scepticism persists: the fund still saw net outflows of …
August 6, 2025
Opinion

Déjà vu: from Internet revolution to AI revolution

Last week’s disappointing US labour market data do more than just reignite the debate about interest rate cuts. They open the door to a scenario that bears a striking resemblance to 1998, the year in which pre-emptive rate cuts by the Federal Reserve …
August 5, 2025
Asset Allocation,Investing

Dutch pension funds are rethinking government bonds

As the Netherlands transitions to a new pension system, one of the world’s largest institutional investor groups, collectively managing nearly two trillion euros, is quietly preparing to pivot away from long-dated government bonds.  This shift, driven by …
August 5, 2025
Taxation

WTax: The hidden cost of extra time

Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results than relying on default timelines. Acting early allows investors put recovered cash to work sooner. In my previous contribution , I covered Taiwan’s recent …