3225 results for ""
Date
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October 20, 2025
Institutional

Hardly any insurers still invested in government bonds

Driven by steadily declining yields and increasingly strict capital requirements, Dutch, Belgian, French, and German insurers have in recent years largely divested from government bonds. The freed-up capital has mainly been invested in corporate bonds and …
October 20, 2025
Opinion

Chart of the week: the balance dance

The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s balance sheet. If you think that balance sheet has slimmed down significantly after three years of quantitative tightening, you’re mistaken. Moreover, …
October 17, 2025
Asset Allocation,Fund Interview

Investors are rediscovering Europe’s value, says M&G

After years of chasing American growth stocks powered by AI and innovation, investors are beginning to look back to Europe. Rising interest rates and shifting global dynamics are reviving interest in the continent’s overlooked but profitable companies. …
October 17, 2025
Expert Panel

Morningstar: T. Rowe Price vs MFS in global EM bonds

Emerging-markets hard currency bonds have delivered positive returns for dollar investors in every quarter of 2025. However, European-based investors faced negative returns in the first half of the year due to a stronger euro. This changed in the third …
October 17, 2025
Opinion

Forget ‘superstar city’: a new look at REIT cash flows

A groundbreaking study shows that “superstar cities” systematically lag in total returns—a crucial insight for valuing REITs (real estate investment trusts). The explanation lies in lower rental yields and surprisingly low risk, which fundamentally …
October 16, 2025
Asset Servicing

S&P megadeal confirms it: data on private markets are big business

Data giant S&P Global, best known for its credit ratings, is strengthening its position in the fast-growing market for private and alternative investments with the acquisition of the London-based platform With Intelligence for 1.8 billion dollars. The …
October 16, 2025
Investing

World’s top US growth manager puts faith in God, not tech-bubble prophets

The world’s number one US growth manager, according to Citywire’s manager rankings, says fundamentals still rule, even as bubble talk grows louder. He’d rather put his trust in God. For years, media have asked whether the tech-dominance in the US is …
October 16, 2025
Investing

The rise of EMD is not a wave, but an upward trend

Not only this year are bonds from emerging markets an attractive alternative to the volatile debt of developed economies. European asset managers are seeing a structural shift in the financial policies of these countries. Amundi has even recently merged …
October 15, 2025
Asset Servicing,Technology

No room for complacency, says Luxembourg fund tokenizer

When Luxembourg’s financial watchdog granted Investre the country’s first control agent licence this summer, it marked a quiet milestone in Europe’s race to digitise finance. For Georges Bock, Investre’s founder and former KPMG partner turned blockchain …
October 15, 2025
Expert Panel

WTax: AI in withholding tax: substance over hype

Artificial intelligence offers meaningful efficiency in withholding tax recovery, but expertise remains critical. Both elements can (and must) work together. AI is reshaping how financial services manage information and process data. In the complex world …