Gavekal

Scope Research
Asset Allocation
today

European banks aren’t overexposed to the Middle East, but their borrowers might be

European banks have little direct exposure to the Middle East, says European credit rating agency…
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Elijah Kanevskiy. Photo: Langham Hall.
Transfers
today

Transfers: Langham Hall, Aviva, DZ Privatbank, Trustmoore, Edmond de Rothschild, Pia Group

This week’s European transfers section includes updates from Langham Hall, Aviva, DZ Privatbank…
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BNP Paribas Asset Management
Asset Managers
Yesterday

Alternatives form cornerstone of BNP Paribas AM growth strategy

BNP Paribas Asset Management expects its alternatives division to grow by 5 to 6 percent annually…
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Groei
Asset Allocation
Yesterday

The rise of AI may make smallcap outperformance harder

Machine learning is increasingly used to identify inefficiencies in small- and midcap markets. But…
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Dr. Sebastiaan Hooghiemstra and Gabriël Storm. Photo: Loyens & Loeff
Expert Panel
Yesterday

Loyens & Loeff: clarified treatment of Target Funds under Eltif 2.0

Sebastiaan Hooghiemstra and Gabriël Storm at Loyens & Loeff examine the latest EU-level guidance on…
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Dollar
Investing
March 17, 2026

Emerging markets holding up amid strong dollar - for now

Markets still assume that the war in the Middle East will not escalate into a prolonged conflict…
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Marx_EFPA conference
Events
March 17, 2026

Russia’s ‘hybrid warfare’ in Europe is a concern for financial supervisors

Digital, operational and cyber resilience are key priorities for the year to come, says CSSF…
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TTL - Dirk C. | Robin R.
Expert Panel
March 17, 2026

Tuerlinckx Tax Lawyers: arrange timely access to MyMinFin to file Belgian CIV tax return

The Belgian tax administration has further digitalized the procedure for filing the tax on…
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Christophe Santer
Opinion
March 17, 2026

The rise of sales-as-a-service

Financial services firms increasingly test new markets through sales-as-a-service models, relying on…
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Han Dieperink
Opinion
March 17, 2026

Playing with the optimal investment mix

An unprecedented wealth transfer is underway. Over the next two decades, an estimated 124,000…
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Joseph Pinto, CEO at M&G Investments. Photo: M&G.
Asset Managers
March 16, 2026

Shake-out in active management not over says M&G

The shake-out in active asset management is far from finished, even as some firms regain momentum in…
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Jeroen Blokland
Opinion
March 16, 2026

Chart of the week: the hidden cost of Trump’s war

The price of a barrel of crude oil surged past the $100 mark as the situation in the Middle East…
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Credit: Shaah Shahidh / Unsplash
Asset Allocation
March 15, 2026

Oil shock puts central banks ahead of difficult rate decisions

The war between the United States, Israel and Iran is casting a shadow over a crucial week for…
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Mumbai
Expert Panel
March 13, 2026

Morningstar: HSBC vs Schroders in Asian bond funds

The Asian bond market continues to deepen, supported by local and international interest.
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