Scarce assets such as gold and bitcoin were among the best-performing investment categories of the past year. Yet, they received barely any attention in the endless series of (dull) outlooks from major investment banks and asset managers. Fortunately, …

The investment year 2024 has proven to be a successful one for investors in global equities. The Morningstar Global TME Index closed the year with an impressive gain of 25 percent. American equities dominated this strong market performance, with the …

Avec l’acquisition d’AXA Investment Managers par le groupe bancaire français BNP Paribas, le secteur européen de la gestion d’actifs renforce sa position face aux « Américains ». Cependant, des efforts supplémentaires seront nécessaires pour enrayer …

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Waystone, Carmignac, Baloise, Edmond de Rothschild, Bfinance, and Euroclear. Naomi Waistel Carmignac has appointed Naomi Waistell as an emerging market (EM) …

Les taux d’intérêt chinois à 10 ans sont récemment tombés sous la barre des 1,6 %, conséquence d’une économie affaiblie et touchée par la déflation. Pour la première fois en 14 ans, la politique monétaire restrictive laisse place à une approche modérément …

Europe’s asset managers are feeling the heat after Luxembourg’s financial watchdog slapped Aviva Investors with a 56,500-euro fine for breaching the EU’s Sustainable Finance Disclosure Regulation (SFDR). The penalty—the first of its kind—has rattled the …

Strategic partnerships are not only a trend for pension funds and fiduciary managers, said Robeco CEO Karin van Baardwijk. “Private banks are looking for larger allocations per asset manager. That creates opportunities to get more out of the relationship. …

The concentration risk in equity markets is growing as US megacap technology companies continue to attract capital. Diversification, often seen as the only "free lunch" in investing, risks coming at a cost. During a November meeting, a member of the …

Argentina was once one of the wealthiest nations in the world, richer than France or Germany. Much of its prosperity was based on beef exports. Today, however, many Argentinians can no longer afford beef and have turned to chicken as a cheaper …

The European Union is preparing its next wave of financial sector reforms, and 2025 could mark a turning point. With a long list of proposals on the table, the central question is whether Brussels can deliver meaningful change or if national interests and …

Chart of the week: The Great Debasement

Morningstar: Robeco versus Veritas in global equities

La chasse aux gestionnaires d’actifs européens est ouverte

Transfers: Carmignac, Waystone, Baloise, Edmond de Rothschild

Malgré la baisse des taux, pas encore de redressement en Chine

Aviva fine marks start of SFDR enforcement era in Europe

Robeco CEO Van Baardwijk: Private banks seek larger allocations per fund house

Market concentration higher than during the dotcom bubble in 2001

Argentina's supply-side economy

2025: The year that EU financial reforms face the real test