Sebastiaan Hooghiemstra and Marco Loria analyse fresh EU guidance on ELTIF passporting, arguing it dismantles national barriers and could unlock pan-European distribution through insurance, pension and savings wrappers. On 5 December 2025, the European …

Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts say that discount could evaporate quickly if interest rates fall. With a gain of more than 33 percent, the Bovespa Index ranked among the best-performing …

French banking group Crédit Agricole has announced the launch of a new corporate finance boutique in its home market. Crédit Agricole Midcap Advisors and Degroof Petercam Finance France are being merged into Indosuez Corporate Advisory, a team of around …

Where China and India set the pace in emerging markets for many years, investors are increasingly broadening their focus towards emerging Europe and Latin America. At the same time, a hard pivot to ex-China funds has proved risky, particularly because of …

A new year, a new round. Every year at the beginning of January, I once again look with amazement and confusion at the equity market outlooks from the major financial institutions. And especially at the projected returns, which are invariably clustered …

Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all press the same buttons en masse. Exchange traded funds, smart beta, factor strategies: they sell simplicity, calm, and scientific rigor. “You simply follow the …

While the average fund in the Global Large-Cap Blend Equity Morningstar category eked out a 5.8 percent gain last year, it was hardly an easy year for investors. Tariff turmoil, geopolitical tensions, and demanding valuations weighed on sentiment. …

After studying politics, Jean-Paul Daragjati set his sights on finance through a hands-on master’s in wealth management at the University of Luxembourg. Now a private banker at Edmond de Rothschild, he says the secret to success is to never stop learning. …

Concerns about intellectual property leakage are creating unease among European asset managers running active exchange-traded funds. Daily disclosure of holdings, long seen as a defining feature of the ETF model, can also make proprietary investment …

Blackrock has appointed Helen Jewell as international chief investment officer for fundamental equities. A veteran with 27 years of experience across investment management, banking and research, Jewell has spent more than a decade at Blackrock, most …

Pan-European ELTIF distribution gains regulatory clarity

Brazil’s equity market still priced for skepticism

CA phases out Degroof Petercam brand in France

EM investors broaden their focus after years focusing on Asia

Chart of the week: better a raging optimist or a permabear than an index hugger

The illusion of passive investing

Morningstar: Robeco versus MFS in global equities

Try to be a well-rounded ‘Swiss Army knife,’ says young private banker

Semi-transparent ETFs target free-riding on investment strategies

Transfers: Jewell named CIO fundamental equities at Blackrock