“The total value of Dutch securities holdings reached nearly 3,500 billion euros in 2024.” It’s one of those headlines—this one from the Dutch Central Bank (DNB)—that most investors overlook, let alone actually read. But behind that enormous figure lies a …

Quintet Private Bank extended its profitability streak last year, navigating sector-wide headwinds through tighter cost control, selective growth in client assets, and disciplined execution of its multi-year strategy. But behind the headline performance, …

US equities have calmed after a turbulent start to the year, but the mood is far from euphoric. With President Trump’s so-called “Liberation Day” tariffs set to be announced on Sunday, it remains uncertain whether the recent gains mark the beginning of a …

This week, we are comparing two asset managers rather than individual funds. When analysts evaluate a fund, they assess and assign ratings to its People and Process pillars while the methodology for Morningstar Medalist Ratings also incorporates and …

European regulators are seeking urgent clarification on how new long-term investment funds should be supervised, as an inconsistent application of rules across EU member states threatens to undermine a regime designed to give investors easier access to …

The German Bundestag’s decision to boost defense spending through debt issuance triggered a correction in European defense stocks. Investors are taking profits on high valuations as questions arise about whether they are still justifiable. The …

Fannie Wurtz from Amundi Asset Management, notes that a striking number of Asian investors are channeling their savings into European funds. The French executive is also optimistic about the sector’s long-term prospects. “Several megatrends are driving …

European banks are in solid financial shape, and interest income is exceeding expectations. Still, bank analysts are raising eyebrows at the sector’s sharp rally. Bank stocks continue to deliver exceptional performance. The Stoxx European Banks Index has …

After years of legal uncertainty and debate, the Luxembourg VAT authorities have brought long-awaited clarity to the VAT treatment of directors’ fees. With the publication of a new circular at the end of 2024, the authorities have now formalised their …

Luxembourg, which hosts more than a quarter of all assets held in European investment funds, has raised a red flag over fresh European Commission plans to create a single supervisor for financial services. The country warned on Tuesday that such a move …

Chart of the week: stuck in fixed income

Quintet extends profit streak, to announce new Chair soon

Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’

Morningstar: Robeco vs Van Lanschot Kempen

Supervisory gaps threaten cross-border access to private markets

Defense stocks struggle to keep up with the expectations treadmill

Fannie Wurtz (Amundi): ‘Appetite for European stocks has increased significantly’

Analysts surprised by European bank rally

NRF: New circular issued to resolve the VAT saga on directors' fees

Luxembourg raises red flag over EU plan for single supervisor