New French CEO Peggy Brione is refocusing Nagelmackers, Belgium’s oldest bank, on its historic core business: private banking for family wealth. “That is what we have been good at for almost 300 years.” For asset management, Brione is primarily relying on …

Investors who want artificial intelligence in their portfolios are increasingly turning to Japan, betting on the country’s semiconductor equipment makers and technology suppliers as Tokyo ramps up domestic AI investments. Investors are recognizing that …

Twelve machine learning models are given the same data and the same question: what will this stock do next year? The more their forecasts diverge, the worse that stock performs. 14 percent worse, to be precise. Per year. That is an enormous difference. …

Oaklins Netherlands is acquiring multi-family office Andreas Capital, a move that will allow the M&A adviser to support entrepreneurs both during the sale of their company and afterward. Andreas Capital was founded in 2009 by six Dutch entrepreneurial …

Every year, I look forward to the reports outlining the strategic decisions of institutional investors. One of my favorites is UBS’s report, which focuses on the asset allocation of family offices. After all, they are the most flexible when it comes to …

Nordea Asset Management and Fidelity International are both well-established, diversified asset managers, though their foundations differ. Nordea operates as part of the Nordic banking group Nordea, benefiting from a strong captive distribution network in …

Charles Dickens opened A Tale of Two Cities with the immortal words, “It was the best of times, it was the worst of times,” before contrasting “the age of wisdom” with “the age of foolishness.” Earlier this month, those lines came to mind as the European …

Europe’s plans to centralize capital markets supervision are sharpening tensions inside the EU. Large member states are pressing for more power for the European Securities and Markets Authority (ESMA), while Luxembourg and Ireland fear losing control over …

The artificial intelligence boom continues to power semiconductor stocks, even as investors grow more nervous about how far the rally has run. Investment strategists at Robeco and Stroeve Lemberger remain positive about the outlook, but are becoming …

Europe’s long-discounted equity market may gain a new growth argument as artificial intelligence moves from language models into robots, drones and industrial systems, according to Amundi’s Guy Stear. Stear, head of developed markets strategy at Amundi …

CEO: “Nagelmackers is returning to its roots”

Why AI investors are increasingly turning to Japan

The alpha hiding on the wrong side

Oaklins buys Andreas Capital to move into family wealth

Chart of the week: the Great Rebalancing: slowly but surely

Morningstar: Nordea Asset Management vs Fidelity International

The ECB continues to act irresponsibly

Fault lines visible as EU gears up for market supervision push

‘Reluctantly, we are adding to chip stocks’

New AI phase may favor Europe, says Amundi