Private banks that outsource investment management must retain sufficient in-house expertise to select and oversee external managers. The changes at Caixabank show how banks can manage that balance. Northern Trust and Mirabaud also highlight the …

Roasted oats make great granola, but too much heat can spoil the batch. Like the grain they share a name with, French government bonds (OATs) are a staple ingredient within a well-balanced sovereign portfolio. However, these bonds have been in crisis …

While overall compliance with valuation requirements in Luxembourg is broadly satisfactory, some practices still require improvement, according to financial supervisor CSSF. Alain Hoscheid, the regulator's head of prudential supervision and risk …

Eve-Marie Bussière has joined JP Morgan Asset Management as head of ETF distribution for France and Monaco, according to an announcement on Linkedin. Bussière previously worked at DWS. Her appointment comes as active ETFs gain importance in European fund …

Chipmaker Nvidia’s latest troubles have added to doubts about the AI investment boom, already under pressure from falling technology stocks and growing political opposition to data centers. For European institutional investors, the question is whether to …

Brazil's stock market lost around 17 percent, and nearly a quarter in dollar terms, following the unexpected reelection of incumbent President Luiz Inácio Lula da Silva. It was the sharpest stock market reaction to a South American election result since …

Europe’s fund industry is making a last-minute attempt to derail new EU rules on investment costs and sales commissions. Investor advocacy group Better Finance has sharply criticized the move. In a notable split with asset managers, European insurers are …

It was a week of extremes on Wall Street. On Wednesday, the Dow surged 1,500 points after the Democrats won control of both chambers of Congress. A day later, sentiment reversed completely. The S&P500 lost 4.4 percent. The Nasdaq fell 5.5 percent, while …

After 40 years at Banque de Luxembourg, Guy Wagner is retiring. However, he doesn’t plan to sit on his hands. In an interview with Investment Officer , the outgoing chief investment officer reflected on his career, the evolution of financial markets and …

The AI rally in the stock market has largely revolved around chipmakers, Big Tech and data centers in recent years. But according to strategists at JP Morgan Asset Management, attention is gradually shifting toward companies that can apply AI most …

Outsourcing presents new challenges for private banks

Morningstar: Fidelity versus Pimco in global diversified bonds

CSSF sees valuation progress but gaps remain

Transfers: JP Morgan AM, Fundrock, Axa, Ogier, ICG, Eaglestone, Pictet, LFDE, Hypovereinsbank, Aberdeen

Nvidia jitters deepen AI investors’ dilemma

Latin American stock markets react to surprises, not ideology

European fund lobby seeks to block investor rules

Did the year-end rally begin this week?

Four decades in financial markets: Guy Wagner looks back

JP Morgan AM sees opportunities in Europe despite US and Asian dominance in AI