3192 results for ""
Date
|
October 1, 2025
Asset Managers,News

Van Lanschot Kempen partners with State Street for active ETFs

Van Lanschot Kempen is preparing to enter the active ETF market through a new partnership with State Street Investment Management. The Amsterdam-based boutique, known for its smallcap and euro credit strategies, will rely on State Street’s infrastructure …
October 1, 2025
Asset Allocation

ALFI’s pep rally shows private markets’ promise, and their limits

At the Association of the Luxembourg Fund Industry’s private assets conference in Kirchberg, policymakers and asset managers championed private markets as vital for Europe’s growth and as a bridge for retail investors through ELTIFs. Yet speakers also …
September 30, 2025
Asset Allocation,News

Trump’s new Fed governor openly defies Fed consensus

The newest FOMC-member Stephen Miran broke with Fed tradition by refusing to put his dissent in writing, opting instead to spell it out in a speech at the Economic Club of New York. Markets see his objection as nothing special, with rate decisions …
September 30, 2025
Sector

Women manage record assets, still underrepresented

The tenth edition of Citywire’s Alpha Female report, published in September 2025, highlights a paradox. Over the past decade, assets managed by female fund managers have nearly tripled, rising from 1.7 trillion euro in 2016 to 4.7 trillion euro today. Yet …
September 30, 2025
Opinion

The crash of October

October has a bad reputation in the markets. The biggest crashes in history—1929, 1987, and 2008—all took place in October. This pattern does not appear to be a coincidence but rather the result of structural factors that make this month particularly …
September 29, 2025
Asset Allocation

ESG is losing its shine but gaining weight

Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews with asset owners, managers and analysts in Amsterdam, the UK and the Netherlands show how sustainability is increasingly embedded in long term investment …
September 29, 2025
Opinion

Chart of the week: valuation issues

Stocks are extremely expensive, so it’s just a matter of time before the markets collapse. The next mega market crisis already has a name: the bursting of the AI bubble. Now, it is 100 percent certain that stock prices will at some point crash completely …
September 26, 2025
Expert Panel

Morningstar: BNP, Amundi mergers test investor patience

Amundi and BNP Paribas pursue scale and expertise through mergers, but integration challenges create uncertainty over long-term benefits for investors, writes Morningstar's Elbie Louw in this week's Expert Panel contribution. Large-scale mergers and …
September 26, 2025
Expert Panel

Dirk Coveliers: partial annulment of Cayman tax 3.0 creates opportunities for Luxembourg structures

The Belgian Constitutional Court has partially annulled the most recent reform of the Cayman tax, also known as the look-through tax. This creates opportunities for Belgian individuals who invest through the Luxembourg structures Sicav-SIF and Soparfi. …
September 26, 2025
Opinion

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising rapidly, and the spreads with other eurozone countries are widening. Christine Lagarde, then still a brand-new president of the European Central Bank (ECB), gets …