State Street is searching for a new Luxembourg country head after Riccardo Lamanna was appointed to lead its Italian business, replacing Dennis Dollaku. The move was confirmed Tuesday after a recruitment post for the Luxembourg role appeared on Linkedin …

JP Morgan no longer has a clear base case for oil prices. For energy analyst Cyril Widdershoven, director at Rotterdam-based Blue Water Strategy, that is a sign that the market is starting to recognize a larger problem. Europe is exposed through diesel, …

Even before the state dinner for Chinese President Xi Jinping begins next week, there is already drama. Not over Taiwan or raw materials, but over the guest list. A sizable delegation from the tech world is expected, reportedly including the CEOs of …

US corporate earnings are booming, but investment gains are making the surge look much stronger than the underlying businesses justify, according to University of Florida finance professor Baolian Wang. He expects stock-market valuations to keep falling …

“Mgmt at WFC are a bunch of douchebag assclowns.” That is, literally, one of the comments posted under an investment article about Wells Fargo. Funny, perhaps. It could be the English-language version of Het Laatste Nieuws (The Latest News). But it is not …

The UK equity market remains relatively cheap and has defensive qualities. Its sector composition also offers protection against a correction in technology stocks. After years of underperformance, investors have turned their attention back to UK equities. …

Ever since the 60/40 portfolio let investors down in 2022, an increasing number of industry players have been advocating to add alternative assets or strategies to traditional stock-and-bond portfolios. The talk has mainly been on private markets, …

Investors can now map which assets are exposed to drought, heat and water stress. Candriam says they still struggle with the harder question: how much those risks should affect valuations. Candriam is known as a specialist in sustainable investing, which …

Angélique Krebs has joined Mourant, an offshore law and governance services group, as managing director and head of its Luxembourg chartered accountant entity, part of the firm’s governance services business. Krebs joins after more than 10 years at a Big …

A year after M&G Investment agreed a partnership with one of the largest insurance companies in Japan, Daiichi Life is contributing considerably to the inflows. M&G now is preparing for a broader test of the alliance: winning business from Japanese retail …

Lamanna swaps Luxembourg for Italy at State Street

JP Morgan drops oil base case as diesel risk grows

Low expectations, big surprise?

Wall Street’s earnings boom is less solid than it looks, says valuation expert

The price of a tirade

‘UK equities are a hedge against a big tech correction’

Morningstar: AQR versus Man Group in Multistrategy

Investors struggle to price physical climate risk

Transfers: Mourant, Banking Circle, EQT, VP Bank, Astorius, Eurex, LBP, AEW, Briarwood

M&G set to test promise of Daiichi alliance