France's budget plan has failed to ease concerns over the country's government bonds. The persistent stress in the bond market is stirring memories of the 2009–2011 eurozone crisis. Analysts agree that the European Central Bank (ECB) will intervene if …

It seemed like a remarkable move: in September 2025, the global equities team moved from boutique firm MainFirst to listed asset manager Laiqon. The four fund managers brought around 2.5 billion euros with them to their new employer, which is best known …

Urbanization, the energy transition and digitalization are driving demand for infrastructure. AI is providing an additional boost through data centers and power grids. Listed infrastructure companies stand to benefit. This week, we therefore take a closer …

Winding down a fund can take years when assets are difficult to sell. Luxembourg liquidator François Gerard explained why completing the process often involves a choice between selling now and waiting for a potentially better return. Gerard, a partner at …

Investors do not need to get every forecast right to make money. At Investment Officer ’s 2026 Portfolio Day in Bussum, the Netherlands, four chief investment officers explained how corporate earnings had sustained their confidence through geopolitical …

Pauline Plunkett has been appointed managing director Europe for L&G’s asset management business, taking responsibility for the firm’s activities across Europe outside the UK. She joined L&G in 2014 and most recently served as chief executive of LGIM …

While Germany’s far-right AfD continues its electoral advance, the far right and far left are the most likely to produce France’s next president. What does political polarization mean for investors? Recent turmoil in bond markets—with yields soaring—is …

Investing is not about predicting what will happen tomorrow. It is about identifying what the market has yet to price in properly. Yesterday, at Portfolio Day 2026, Bob Homan and I shared our outlook for the year ahead. Here are ten investment ideas for …

European investors are pouring record sums into emerging market equity funds while pulling money out of China funds. Despite Beijing’s challenge to American leadership in artificial intelligence, a weak stock market is exposing a gap between technological …

The share of women among active fund managers worldwide has declined over the past twelve months. This is the first decline since 2018. The decrease is particularly evident among European fund houses, with Luxembourg recording the sharpest drop. In …

French bond market stress revives memories of the eurozone crisis

Former Mainfirst managers make their mark at Laiqon

Morningstar: Atlas versus BNY Mellon in sector equity infrastructure

Why winding down funds can take years

Portfolio Day: Investors can get markets right for the wrong reasons

Transfers: L&G, Spuerkeess, Waystone, Oddo BHF, Columbia Threadneedle, La Française, Edmond de Rothschild, DZ Bank

Rise of political extremes shifts the landscape for stocks and bonds

Ten ideas for 2026

China’s AI winners miss European portfolios amid emerging-market rush

Percentage of women among active fund managers declines