David Lloyd

A row of cooling towers at Google's data center near Mons, Belgium. Photo: Wikimapia CC.
Asset Allocation
October 14, 2025

Energy efficiency is the new driver in big tech

Artificial intelligence has unleashed an energy race across big tech, one investors can no longer…
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Christophe Santer
Opinion
October 14, 2025

The death of IPOs, long live Luxembourg

The public markets are shrinking, but private capital is booming, and Luxembourg is quietly building…
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Emmanuel Roman, Pimco
Investing
October 13, 2025

Pimco’s ceo Roman warns fund industry against AUM-obsession

Pimco chief executive Emmanuel Roman warned that the asset-management industry’s obsession with…
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Photo by Suradeach Saetang on Unsplash
Investing
October 13, 2025

‘Gold could still double in price’

After years of underperformance, investors are once again paying attention to commodities. They are…
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Jeroen Blokland
Opinion
October 13, 2025

Chart of the week: the euro is heavily overvalued

So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That…
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Photo Credit: Department of Labor
Investing
October 10, 2025

The US is entering an era of ‘post-truth statistics’

In October, the US failed to deliver one of its most closely watched economic reports: the monthly…
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Hong Kong, foto door Pat Whelen via Unsplash
Expert Panel
October 10, 2025

Morningstar: Aberdeen versus Invesco in global emerging markets equities

Equity markets in emerging countries extended their strong performance from the first six months of…
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Cheap Street. Photo: Unsplash.
Investing
October 9, 2025

Another wave of price pressure hits European fund managers

Europe’s fee war is entering a new phase. Morningstar’s latest European Fund Fee Study finds that…
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Afbeelding van Jimi Malmberg via Unsplash
Investing
October 9, 2025

Defense and AI push European thematic ETFs to record size

Assets in European thematic ETFs have climbed to a record 52 billion euro, the highest level since…
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Julie Bonamy Racine will oversee the French business at Cube IM. Photo: Cube IM.
Transfers
October 9, 2025

Transfers: Cube IM, Align, Zedra, River Global

This week’s overview of people moves in the investment industry includes new leadership appointments…
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The beauty of math. Fibonacci's spiral, used in financial analysis, is often found in nature. Photo: Anna Benczur, CC BY-SA 4.0 via Wikimedia.
Asset Allocation
October 8, 2025

Investors struggle to price nature’s true value

Despite growing awareness, nature remains a hard sell for investors.
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Han Dieperink
Opinion
October 8, 2025

Answers from the campfire

Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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The Federal Reserve Bank of Chicago. Photo: Ajay Suresh, CC BY 2.0 via Wikimedia.
Asset Managers
October 7, 2025

Split on rate path, US firms agree on how to position in Treasuries

US asset managers are finding common ground on one point: the short end of the U.S. Treasury curve…
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ABN Amro Gustav Mahlerlaan
Sector
October 7, 2025

Private banking coveted prize in European bank consolidation

ABN Amro’s private banking operations are a key asset for parties considering a takeover of the bank…
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