Erik Breen

Han Dieperink
Investing
May 6, 2025

Investing is a game of mistakes

Investing is a game of mistakes; the one who makes the fewest mistakes wins. In that sense…
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Foto: ECB.
Asset Allocation
May 5, 2025

Euro rally exposes compounding risks in unhedged portfolios

European investors face steep losses as a falling dollar and surging euro squeeze returns on…
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Jeroen Blokland
Opinion
May 5, 2025

Chart of the week: a realistic look at bonds

I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and…
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Pexels-Joel Alencar-slackline
Expert Panel
May 2, 2025

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

Morningstar’s flexible allocation category includes a diverse group of funds with largely…
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Florence Forster, partner at Linklaters Luxembourg. Photo: Linklaters.
Transfers
May 2, 2025

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

This week’s overview of people transfers and appointments in and around Luxembourg includes updates…
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Market data on display. Image via Wikimedia.
Asset Allocation
April 30, 2025

Blackrock tops fund inflows in Q1 as Aberdeen and Eurizon retreat

European fund managers pulled in 161 billion euros in the first quarter of 2025, led by Blackrock…
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Illustration generated by AI using OpenAI’s DALL·E, based on Morningstar ESG fund naming data (2025).
Asset Allocation
April 30, 2025

ESG investing retreats in language, not in portfolios

ESG hasn’t disappeared. It is simply speaking a different language.
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JP Morgan London
Asset Managers
April 30, 2025

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

The investment fund Belfius Wealth is dissolving its sub-fund JP Morgan AM Convictions, citing…
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Europa
Investing
April 29, 2025

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

Investors are pulling out of U.S. equity ETFs en masse, while European trackers are experiencing a…
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Han Dieperink
Opinion
April 29, 2025

Safe havens in investment portfolios

The prospect of foreign investors reducing their exposure to U.S. assets due to concerns about the…
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Blackrock-CEO Larry Fink wordt klaargemaakt voor een interview op de New York Stock Exchange. Bron: AP Photo/Richard Drew
Investing
April 28, 2025

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

Billions are evaporating from the US markets. The world’s largest asset managers are divided in…
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Edin Mujagic
Opinion
April 28, 2025

Invisible smoke plumes for the ECB

It was March 2015 when Otmar Issing, an early board member of the ECB and the bank’s former chief…
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Andrew Radkiewicz, global head of private debt strategy and investor solutions at PGIM Real Estate. Photo: PGIM.
Asset Allocation
April 25, 2025

Private credit rises as banks retreat from real estate lending

European banks are scaling back commercial real estate lending on the back of tighter capital…
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Trie Wrn 0814-9252028
Expert Panel
April 25, 2025

Morningstar: Candriam versus AXA in global high yield bonds

During the first quarter of 2025, the European Central Bank and the Bank of England cut rates as…
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