The “outrageous” prediction by Saxo Bank of a major climate disaster impacting the insurance industry in 2025 became a reality last week. The effects of California's wildfires are being felt within the insurance sector. However, the predicted crisis has …

After a decade in the shadows, global macro hedge funds are reclaiming the spotlight. As market volatility resurges, professional money managers are eyeing global macro as a cornerstone of their hedge fund strategies. Macro strategies have historically …

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Goldman Sachs, Waystone, UBP, BLI. Gert-Jan Verhagen Gert-Jan Verhagen has been appointed head of Benelux Third Party Wealth at Goldman Sachs Asset …

Europe faces an escalating storm of political fragmentation, economic headwinds, and external challenges as 2025 begins, compounded by the incoming Trump administration's potential to disrupt the global order. Bill Campbell, bond portfolio manager, global …

The underperformance of European equities compared to U.S. equities reached unprecedented levels in 2024. This divergence has widened the valuation gap between the United States and Europe. While the relative scarcity of tech companies listed in Europe is …

Fund managers often actively adjust their portfolios to achieve more favourable outcomes in Morningstar comparisons, according to researchers from Harvard and MIT. This strategy is said to lead to higher star ratings, enabling funds to justify higher …

If restaurants were regulated like fund management companies, they would prioritise food safety over flavour, resulting in bland dishes. Diners, however, would take food safety for granted, offer little reward for these efforts, and opt to cook at home …

Blackrock’s withdrawal from the Net Zero Asset Managers (NZAM) initiative has sparked debate, but institutional investors remain largely unaffected. The move is unlikely to disrupt Blackrock’s business or its relationships with European asset owners. Many …

The number of ETFs listed on Euronext exchanges rose by 5 percent last year, exceeding 4.000, while the number of investment funds declined by the same percentage to just over 2.300. In the United States, the number of ETFs grew by approximately 15 …

Scarce assets such as gold and bitcoin were among the best-performing investment categories of the past year. Yet, they received barely any attention in the endless series of (dull) outlooks from major investment banks and asset managers. Fortunately, …

The market maintains confidence in US insurers despite wildfires

Investors say they want global macro strategies amid uncertainty

Transfers: Goldman Sachs, Waystone, UBP, BLI

A ‘structural’ Trump could be even more challenging for Europe

American ambition and European opportunities

Fund managers exploit Morningstar star rating system, reveals Harvard/MIT study

Are regulations stifling investor appetite?

Blackrock’s climate alliance exit: Business as usual for investors

Number of European ETFs surpasses 4.000

Chart of the week: The Great Debasement