French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned just hours after unveiling his cabinet. The selloff in equities and widening OAT–Bund spreads reinforced what economists and strategists describe as a new …

The CSSF has ordered all Luxembourg-based investment fund managers to review and, if necessary, correct their sustainability risk policies and disclosures, following a Europe-wide supervisory exercise that found compliance broadly satisfactory but still …

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs to take action and learn to look at and approach things differently, the United States just keeps steaming ahead. Economic growth in particular seems …

Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings. Fewer than six percent of actively managed funds qualitatively assessed by Morningstar analysts in Europe achieve a High score on both the People and …

Luxembourg’s private debt market has been flourishing. But products that can pose systemic risks, difficulties with valuation, and potential misunderstandings of the risks involved in the market are issues lurking in the shadows. The Great Financial …

The long-assumed stability of Europe is over. Wars on the periphery, a crumbling system of free world trade, and great powers using economic interdependence as a weapon: the continent is under pressure. “The world in which investors must navigate has …

This week’s overview of people transfers and appointments includes updates from Edmond de Rothschild Asset Management, KPMG and BDO Luxembourg, and Marktlink Capital. Edmond de Rothschild AM builds quant team in Geneva Edmond de Rothschild Asset …

Van Lanschot Kempen is preparing to enter the active ETF market through a new partnership with State Street Investment Management. The Amsterdam-based boutique, known for its smallcap and euro credit strategies, will rely on State Street’s infrastructure …

At the Association of the Luxembourg Fund Industry’s private assets conference in Kirchberg, policymakers and asset managers championed private markets as vital for Europe’s growth and as a bridge for retail investors through ELTIFs. Yet speakers also …

The newest FOMC-member Stephen Miran broke with Fed tradition by refusing to put his dissent in writing, opting instead to spell it out in a speech at the Economic Club of New York. Markets see his objection as nothing special, with rate decisions …

French political turmoil underlines ‘desynchronized growth’ in Europe

CSSF presses fund managers to tighten ESG disclosures

Chart of the week: it just keeps going

Morningstar: JP Morgan vs Artisan in global equities

Private debt momentum keeps up, but challenges lurk

Haroon Sheikh: ‘Struggle between great powers has only just begun’

Transfers: Amundi’s Taillardat sets up quant team at E. de Rothschild

Van Lanschot Kempen partners with State Street for active ETFs

ALFI’s pep rally shows private markets’ promise, and their limits

Trump’s new Fed governor openly defies Fed consensus