The long-assumed stability of Europe is over. Wars on the periphery, a crumbling system of free world trade, and great powers using economic interdependence as a weapon: the continent is under pressure. “The world in which investors must navigate has …

This week’s overview of people transfers and appointments includes updates from Edmond de Rothschild Asset Management, KPMG and BDO Luxembourg, and Marktlink Capital. Edmond de Rothschild AM builds quant team in Geneva Edmond de Rothschild Asset …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

Haroon Sheikh: ‘Struggle between great powers has only just begun’

Transfers: Amundi’s Taillardat sets up quant team at E. de Rothschild

Van Lanschot Kempen partners with State Street for active ETFs

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

Trump’s new Fed governor openly defies Fed consensus

Women manage record assets, still underrepresented

The crash of October

ESG is losing its shine but gaining weight

Chart of the week: valuation issues

Morningstar: BNP, Amundi mergers test investor patience