Germany’s economy has struggled for momentum in recent years, weighed down by structural headwinds and weak growth, yet its stock market has told a very different story. Over the past several years, the German economy has struggled to regain sustained …

Just like a few years ago, asset managers are once again questioning the traditional 60/40 mix between equities and bonds, as the two asset classes are no longer reacting in opposite directions to market shocks, but increasingly moving in tandem. Is the …

Geopolitical unrest is forcing investors to reassess their portfolios. As bonds lose their strength, volatile asset classes are returning as an alternative for diversification, said Jitzes Noorman, delegated CIO and investment strategist at Columbia …

Malick Badjie has joined Pictet Asset Management as global co-head of sales and member of the executive committee, effective May 1. He will share the role with Niall Quinn and report to Raymond Sagayam, managing partner and co-chief executive officer of …

The Eltif label is emerging as more than a regulatory badge. Under Europe’s revised Solvency 2 regime, it is becoming the most reliable route for insurers to secure and retain lower capital charges in private markets. The European Union’s reform of the …

A group of Belgian investors returned to Omaha this weekend for Berkshire Hathaway’s annual meeting, but for the first time Warren Buffett was not on stage. The 95-year-old still attended, yet the tone of the “Woodstock of capitalism” has begun to shift. …

Imagine this: your boss can see exactly when you’re sitting at your desk, what time you arrive, what time you leave, and when you take lunch. It almost sounds like a nightmare from a dystopian novel, but for 300 equity analysts, this was daily reality …

The fees private equity managers earn on successful deals are no longer just a matter of compensation. For the pension funds and insurers that bankroll the industry, the way those payouts are calculated has become a test of governance, and an increasingly …

Corporate governance is one of those topics investors prefer to push into the background as long as markets are rising. Yet the quality of corporate governance is one of the most decisive factors for the long-term valuation of an equity market. Countries …

While private banks and asset managers are heavily investing in AI for their own processes, something is also changing on the other side of the table: A client who shows up with six pages of AI-generated advice. “It is now essential for managers and banks …

Morningstar: DWS versus Fidelity in German equity

60/40 portfolio under pressure again, ‘but still too early to bury it’

Volatile asset classes strengthen ‘war portfolio’

Transfers: Pictet, Universal Invest, Deutsche Bank, Aberdeen, Block AM, LuxTrust

Loyens & Loeff: why the Eltif label matters for the Solvency 2 LTE module

Buffett steps back as Omaha gathers without him on stage

When your boss takes away your work-from-home day, your numbers get better

Private equity’s pay machine becomes a governance test

The price of good governance

How AI enters the client meetings