I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and clichés. Just last week, another firm once again refused to honor a client’s strong desire to expand their limited mix of just two asset classes. For …

Morningstar’s flexible allocation category includes a diverse group of funds with largely unconstrained mandates. These strategies typically have significant leeway to adjust weightings between equities and bonds and to incorporate alternative asset …

This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Linklaters, M&G Investments, Triodos Investment Management, Flow Traders and Goldman Sachs Asset Management. Forster promoted to partner at Linklaters …

European fund managers pulled in 161 billion euros in the first quarter of 2025, led by Blackrock and a surge in passive strategies. Bond funds added 83 billion euro, while equity funds saw softer inflows. That is according to Morningstar’s latest …

ESG hasn’t disappeared. It is simply speaking a different language. In an era where ESG investing has become a political target and regulatory scrutiny is high, you might expect investors to run for the exits. Yet against the odds — and the headlines — …

The investment fund Belfius Wealth is dissolving its sub-fund JP Morgan AM Convictions, citing “structurally low performance” and “lack of investor interest” as key reasons. Belfius is offering affected investors the option to transfer to a Blackrock …

Investors are pulling out of U.S. equity ETFs en masse, while European trackers are experiencing a record inflow. Morningstar reports that the outflow from U.S. equity ETFs since April 2—when the United States announced significant import tariffs for most …

The prospect of foreign investors reducing their exposure to U.S. assets due to concerns about the dominance of U.S. Treasuries as a safe haven is fueling discussions about the very concept of a safe haven. Significant shifts in correlations between …

Billions are evaporating from the US markets. The world’s largest asset managers are divided in their commentary, but it’s clear they are concerned. Larry Fink said he is “terrified” in the short term. In its latest allocation update, chief strategists …

It was March 2015 when Otmar Issing, an early board member of the ECB and the bank’s former chief economist, poured me a cup of coffee. Like two war veterans, we sat on the 60th floor of the Messeturm in Frankfurt, gazing out at the smoke plumes marring …

Chart of the week: a realistic look at bonds

Morningstar: DWS vs. Flossbach von Storch in flexible allocation funds

Transfers: Linklaters, M&G, Triodos, Flow, Goldman Sachs

Blackrock tops fund inflows in Q1 as Aberdeen and Eurizon retreat

ESG investing retreats in language, not in portfolios

Belfius closes JP Morgan sub-fund due to performance and lack of interest

ETF investors lose faith in U.S. and turn to Europe

Safe havens in investment portfolios

Doubt grows among fund giants, yet US stocks remain core portfolio holding

Invisible smoke plumes for the ECB