3129 results for ""
Date
|
September 30, 2025
Sector

Women manage record assets, still underrepresented

The tenth edition of Citywire’s Alpha Female report, published in September 2025, highlights a paradox. Over the past decade, assets managed by female fund managers have nearly tripled, rising from 1.7 trillion euro in 2016 to 4.7 trillion euro today. Yet …
September 30, 2025
Opinion

The crash of October

October has a bad reputation in the markets. The biggest crashes in history—1929, 1987, and 2008—all took place in October. This pattern does not appear to be a coincidence but rather the result of structural factors that make this month particularly …
September 29, 2025
Asset Allocation

ESG is losing its shine but gaining weight

Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews with asset owners, managers and analysts in Amsterdam, the UK and the Netherlands show how sustainability is increasingly embedded in long term investment …
September 29, 2025
Opinion

Chart of the week: valuation issues

Stocks are extremely expensive, so it’s just a matter of time before the markets collapse. The next mega market crisis already has a name: the bursting of the AI bubble. Now, it is 100 percent certain that stock prices will at some point crash completely …
September 26, 2025
Expert Panel

Morningstar: BNP, Amundi mergers test investor patience

Amundi and BNP Paribas pursue scale and expertise through mergers, but integration challenges create uncertainty over long-term benefits for investors, writes Morningstar's Elbie Louw in this week's Expert Panel contribution. Large-scale mergers and …
September 26, 2025
Expert Panel

Dirk Coveliers: partial annulment of Cayman tax 3.0 creates opportunities for Luxembourg structures

The Belgian Constitutional Court has partially annulled the most recent reform of the Cayman tax, also known as the look-through tax. This creates opportunities for Belgian individuals who invest through the Luxembourg structures Sicav-SIF and Soparfi. …
September 26, 2025
Opinion

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising rapidly, and the spreads with other eurozone countries are widening. Christine Lagarde, then still a brand-new president of the European Central Bank (ECB), gets …
September 25, 2025
Asset Managers

AXA IM Benelux ceases to exist

The groundbreaking acquisition of AXA Investment Managers by BNP Paribas is becoming increasingly concrete on the ground. In Brussels, AXA IM Benelux is being dissolved after nearly thirty years. The branch in Amsterdam will also disappear. The French …
September 25, 2025
Laws and Regulations

UK ESG fund labels seen as poor example for SFDR 2.0

The United Kingdom’s new ESG fund labels have struggled to gain traction. As Brussels prepares to overhaul the Sustainable Finance Disclosure Regulation (SFDR), a senior Morningstar expert warns Europe not to copy London’s model. Hortense Bioy, global …
September 25, 2025
Fund Interview,Investing

Sustainable government bonds beat the benchmark

Government bonds from countries that score high on the United Nations Sustainable Development Goals have outperformed the global market-weighted bond index over the past three years. Active management in government bonds began a comeback in 2022, when the …