Mike Gordon and Raymond Frenken

Tanguy van de Werve, director-general of Efama.
Asset Managers
June 26, 2025

Big is beautiful: large funds take over the European Ucits market

A quiet power shift is underway in the European fund industry. Investors are increasingly…
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Wall Street’s iconic Charging Bull, temporarily wrapped, much like confidence in the dollar. Foto: Yucal Moran, Unsplash.
Investing
June 25, 2025

The dollar no longer rules: US fund houses warn of structural shift

With traditional market dynamics breaking down and foreign holdings of U.S. assets at record highs…
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Universal Investments – Jeremy Albrecht
Expert Panel
June 25, 2025

Universal Investment: analysis shows that times for investors are volatile

2025 had barely begun when the euphoria of the previous year was gone for good. Geopolitical…
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Christophe Santer
Asset Servicing
June 25, 2025

The ESG blind spot: AI’s social toll on global labor

As artificial intelligence takes over functions once handled by offshore teams, asset managers and…
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Foto door Lance Chang via Unsplash
Investing
June 24, 2025

‘Reshoring trend accelerates, investors must rethink strategies’

The tariffs announced by President Trump are accelerating an already ongoing reshoring trend…
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Han Dieperink
Opinion
June 24, 2025

The end of the Japanese miracle

The spectacular rally in Japanese equities appears to be over after many years of strong gains…
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Roughly 20 percent of global oil trade and a quarter of LNG flows pass through the Strait of Hormuz. Photo: NASA.
Investing
June 23, 2025

Markets confront new uncertainty after U.S. strike on Iran

Geopolitical risk returns as markets weigh Iran escalation, energy disruption and central bank…
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Mike Chen, head of Next Generation Quant at Robeco. Photo: Robeco.
Asset Managers
June 23, 2025

Robeco embraces agentic AI as next disruptor in asset management

Robeco pioneers the use of agentic AI, as autonomous systems begin to disrupt how asset managers…
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Jeroen Blokland
Opinion
June 23, 2025

Chart of the week: under control

Under control. No, that title isn’t about Iranian airspace—although, with recent developments, an…
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pexels-artempodrez-5941981
Expert Panel
June 20, 2025

Morningstar: Comgest vs Carmignac on culture, stability and long-term strength

Morningstar this week compares Comgest to Carmignac as it highlights why strong culture, stability…
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Gertjan Verdickt
Opinion
June 20, 2025

The end of value investing?

The decline of value investing is not a recent phenomenon but a process that has been unfolding for…
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Yale - Pixabay via Pexels
Investing
June 19, 2025

Yale’s private equity retreat signals broader stress in endowments

University endowment funds in the U.S. are offloading private equity stakes as tax hikes loom. They…
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Karine Szenberg. Photo: Schroders.
Transfers
June 19, 2025

Transfers: Schroders, AllianzGI, Amundi, IBS, Partners, Alfi, LPEA

This week’s overview of people transfers and appointments includes updates from Schroders, Amundi…
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Photo: LPEA.
Investing
June 18, 2025

One investor at a time, Luxembourg steps into the PE fundraising spotlight

Luxembourg is gradually carving out a role in global private markets, not with fanfare, but through…
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