What could hardly be considered a surprise anymore still turned into one. The annual revision of US job growth came in even bigger than expected. As anticipated, it triggered a flood of reactions—though often the wrong ones. A quick rundown of the key …

Pimco and Bluebay take different but equally sophisticated approaches to Euro bond investing, with both managers making active use of derivatives to steer portfolios, manage risk, and seize relative value opportunities. Their strategies highlight how …

ING has brought all its investment expertise together in a newly established Global Investment Centre, effective 1 September. The unit is headed by Chris van Schuppen, who until this summer held senior roles at ABN Amro. The bank announced the move on …

Since 8 August, Belgian taxpayers have been able to declare untaxed income and assets through a new procedure for fiscal regularisation. “At last we can file dossiers. Many families have been waiting a long time to unlock their old assets,” says tax law …

This week’s overview of people transfers and appointments includes updates from Marguerite, Quintet, CenterSquare and the European Investment Bank. Marguerite Sophie Bajwa has joined Marguerite as director of investor relations, based in Luxembourg. She …

France has been thrown into renewed political turmoil by the resignation of Prime Minister François Bayrou, but the impact on its debt market has been muted. A global bond rally, fuelled by weaker US economic data and falling long-term Treasury yields, …

European smallcaps have delivered significantly better results this year than their US counterparts. Yet smallcaps weighed on ING’s portfolio returns. After years of underperformance, European smallcaps stood out in the first half of the year, beating US …

German retail investors put nearly all equity fund inflows into exchange-traded funds in the first half of the year, cementing the country’s role as Europe’s largest ETF market. The surge has reinforced fee pressure on asset managers and raised questions …

In a world where climate risk is becoming an increasingly prominent factor, I argue that the psychological perception of this risk has a significant and measurable impact on asset prices. In my new paper Climate Extrapolation and Relative Asset Pricing , …

Against a wave of skepticism, Schroders is one of the few large firms openly championing continuation funds. Nils Rode, chief investment officer at Schroders Capital, argues the criticism is overblown. The funds, he says, typically offer about 25 percent …

Chart of the week: fresh start

Morningstar: Pimco vs Bluebay in Euro bond funds

ING integrates Luxembourg unit into Global Investment Centre

Fiscal amnesty lets Belgian families clean up past wealth

Transfers: Marguerite, Quintet, CenterSquare, EIB

Markets tolerate French paralysis as long as yields stay high

Why European smallcaps are outperforming US peers

German savers turn head-on to ETFs, pressing fund managers

How local climate perception affects asset valuations

Schroders Capital defends continuation funds against mounting criticism