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Bright spots in global stocks
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Natixis’ Setbon warns of sector upheaval as costs keep risin...
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The underestimation of artificial intelligence
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Quintet extends profit streak, to announce new Chair soon
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Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’
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Morningstar: Robeco vs Van Lanschot Kempen
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News
March 27, 2025
Supervisory gaps threaten cross-border access to private markets
ESMA has asked the European Commission to clarify Eltif 2.0 implementation rules, as inconsistent…
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Investing
March 27, 2025
Defense stocks struggle to keep up with the expectations treadmill
The German Bundestag’s decision to boost defense spending through debt issuance triggered a…
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Asset Managers
March 27, 2025
Fannie Wurtz (Amundi): ‘Appetite for European stocks has increased significantly’
Fannie Wurtz from Amundi Asset Management, notes that a striking number of Asian investors are…
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Investing
March 26, 2025
Analysts surprised by European bank rally
European banks are in solid financial shape, and interest income is exceeding expectations. Still…
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Expert Panel
March 26, 2025
NRF: New circular issued to resolve the VAT saga on directors' fees
Final clarity at last? Luxembourg ends long-running VAT saga on directors’ fees with new guidance…
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Asset Managers
March 25, 2025
Luxembourg raises red flag over EU plan for single supervisor
Luxembourg, which hosts more than a quarter of all assets held in European investment funds, has…
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Asset Managers
March 25, 2025
After ‘years of work,’ Blackrock’s bitcoin-ETP has arrived
Blackrock has been working for “years” on launching a European bitcoin ETP. The asset manager…
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Asset Servicing
March 25, 2025
Raif growth continues, but signs of caution emerge
Luxembourg’s Raif market shows resilience in 2024, but Investment Officer’s data analysis shows…
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Investing
March 25, 2025
El-Erian: ‘Yields won’t drop further without a recession’
The probability of a U.S. recession is rising, but it is not yet the base case for markets, former…
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Opinion
March 25, 2025
The underestimation of artificial intelligence
The training landscape of artificial intelligence has taken an unexpected turn—one that challenges…
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Asset Managers
March 24, 2025
Natixis’ Setbon warns of sector upheaval as costs keep rising
“Active management is back.” That was the message from Philippe Setbon, CEO of Natixis Investment…
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Asset Allocation
March 24, 2025
No one will win when the dollar starts wavering
Can the U.S. dollar maintain its status as a global reserve currency? And what happens when that…
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Opinion
March 24, 2025
Chart of the week: is Dr. Copper still relevant?
Since the beginning of this year, the price of copper has risen by over 20 percent. So, Dr. Copper…
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Asset Managers
Luxembourg raises red flag over EU plan for single supervisor
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Asset Managers
Natixis’ Setbon warns of sector upheaval as costs keep rising
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News
Supervisory gaps threaten cross-border access to private markets
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News
Quintet extends profit streak, to announce new Chair soon
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Investing
Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’
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Opinion
March 25, 2025
The underestimation of artificial intelligence
The training landscape of artificial intelligence has taken an unexpected turn—one that challenges…
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Opinion
March 24, 2025
Chart of the week: is Dr. Copper still relevant?
Since the beginning of this year, the price of copper has risen by over 20 percent. So, Dr. Copper…
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Opinion
March 17, 2025
Chart of the week: short-term pain
In recent weeks, an old-fashioned “self-fulfilling prophecy” appears to be taking shape. To ensure…
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Schroders
March 25, 2025
Can global equities provide benefits in any political or geopolitical environment?
Schroders : Can global equities provide benefits in any political or geopolitical environment?
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RBC BlueBay Asset Management
March 24, 2025
RBC BlueBay: Overreach?
It could be the beginning of the end for the American empire…
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RBC BlueBay Asset Management
March 17, 2025
RBC BlueBay: Trump Slump!
EU growth expectations improve.
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Janus Henderson
March 17, 2025
Janus Henderson: Fact vs Fiction: Is the CLO market too concentrated?
There’s a misconception that the CLO market is heavily skewed towards a particular sector or region…
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January 19, 2024
Podcast
Monica Defend, head of the Amundi Research Institute
January 19, 2024
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Monica Defend, head of the Amundi Research Institute
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2025-03-28
BlackRock/iShares
Bright spots in global stocks
2025-03-28
NatWest Group
Spring Statement
2025-03-28
Janus Henderson
A New Set Of Winners
2025-03-27
GMO
Don't Blame The Middleman
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Edmond de Rothschild
Mar-a-Lago under watch
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Nuveen
The Fed holds the line, watching for policy signals
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