The development that some large banks in Europe are closing their doors to open architecture and internalising asset management is good for their margins in the short term but could create a long-term problem. That is what Carmignac UK CEO Maxime …

AXA Investment Managers is shutting down its fund focused on biodiversity due to a lack of investor interest. “We continue to believe in the theme, but from now on within a broader context,” the explanation said. Around January 30, the AXA World Funds …

As a growing part of the financial community questions whether artificial intelligence has created a bubble, Fabiana Fedeli takes a different view. The CIO for Equities, Multi-Asset and Sustainability at M&G Investments argues that AI is not the source of …

Donald Trump likes to present himself as a leader guided by instinct and personal conviction. International treaties, diplomatic traditions, and established norms are, in his view, merely suggestions that he can ignore at will. This attitude lies at the …

The silver price appears to be breaking with its traditional pattern. Where the metal has historically followed gold with a delay, silver is now moving more independently and at a faster pace. According to market participants, the recent rally is less a …

When everyone expects the same thing, it is time to think differently. A good example comes from Value Line, a company that makes stock market forecasts. They predict higher returns when valuations are low. Individual investors do exactly the opposite. …

An insignificant Danish pension fund dumps all its US Treasuries. Financial media eagerly jump on this headline, because that is not something most investors would just expect. About the underlying structural cause, which has little to do with a president …

Local currency government bonds in Latin America and South Africa had a strong year in 2025, while major Asian countries lagged the broader market. For local currency emerging-markets government debt, 2025 was a year to shine. This category returned 3.7 …

Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in Europe are not abandoning the country. Recent market moves, they argue, do not justify a strategic shift away from the U.S., with equities rebounding toward …

Simone Westerfeld will join Oddo BHF on 1 June 2026 in the newly created role of deputy chief executive officer, subject to regulatory approval in France and Germany. She is also due to become a member of the management board of Oddo BHF SE in Frankfurt …

Why independence matters in asset management: Maxime Carmignac on consolidation, open architecture and culture

AXA IM closes biodiversity fund

AI accelerates markets, not volatility

The limits of Trump

Silver breaks with tradition as structural shortages take hold

The expectations paradox

Chart of the week: you wouldn’t expect it, would you

Morningstar: NinetyOne vs Morgan Stanley in global emerging markets bonds

To European investors ‘sell America’ is noise

Transfers: Oddo BHF, CSSF, Ogier, Partners, Apollo, FundSight