With a loss of approximately 1 percent in euros during the fourth quarter, emerging markets ended 2024 on a slightly negative note. Although the year delivered a return of 14 percent, the emerging markets index lagged behind the global index, which …

The “outrageous” prediction by Saxo Bank of a major climate disaster impacting the insurance industry in 2025 became a reality last week. The effects of California's wildfires are being felt within the insurance sector. However, the predicted crisis has …

Après une décennie dans l’ombre, les fonds spéculatifs macro reviennent sur le devant de la scène. Avec l’augmentation de la volatilité des marchés, les gestionnaires d’actifs professionnels s’intéressent à nouveau à ces fonds. Historiquement, les …

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Goldman Sachs, Waystone, UBP, BLI. Gert-Jan Verhagen Gert-Jan Verhagen has been appointed head of Benelux Third Party Wealth at Goldman Sachs Asset …

Europe faces an escalating storm of political fragmentation, economic headwinds, and external challenges as 2025 begins, compounded by the incoming Trump administration's potential to disrupt the global order. Bill Campbell, bond portfolio manager, global …

The underperformance of European equities compared to U.S. equities reached unprecedented levels in 2024. This divergence has widened the valuation gap between the United States and Europe. While the relative scarcity of tech companies listed in Europe is …

Fund managers often actively adjust their portfolios to achieve more favourable outcomes in Morningstar comparisons, according to researchers from Harvard and MIT. This strategy is said to lead to higher star ratings, enabling funds to justify higher …

If restaurants were regulated like fund management companies, they would prioritise food safety over flavour, resulting in bland dishes. Diners, however, would take food safety for granted, offer little reward for these efforts, and opt to cook at home …

Blackrock’s withdrawal from the Net Zero Asset Managers (NZAM) initiative has sparked debate, but institutional investors remain largely unaffected. The move is unlikely to disrupt Blackrock’s business or its relationships with European asset owners. Many …

Le nombre d’ETF négociés sur les marchés d’Euronext a augmenté de 5 % l’année dernière, pour atteindre plus de 4000. Cette hausse s’est accompagnée d’une diminution de même ampleur du nombre de fonds d’investissement, àplus de 2300. Aux États-Unis, le …

Morningstar: Capital Group vs Fidelity in emerging market equities

The market maintains confidence in US insurers despite wildfires

Dans un contexte d’incertitude, les investisseurs plébiscitent les stratégies macro mondiales

Transfers: Goldman Sachs, Waystone, UBP, BLI

A ‘structural’ Trump could be even more challenging for Europe

American ambition and European opportunities

Fund managers exploit Morningstar star rating system, reveals Harvard/MIT study

Are regulations stifling investor appetite?

Blackrock’s climate alliance exit: Business as usual for investors

La barre des 4000 ETF franchie en Europe