In the world of asset management, performance may grab the headlines, but it’s the underlying firm culture, governance, and stability that often determine whether success is built to last. This week, we are again comparing two asset managers rather than …

The decline of value investing is not a recent phenomenon but a process that has been unfolding for over three decades. While many pinpoint its loss of effectiveness around 2007, Baruch Lev and Anup Srivastava demonstrate in their study that the strategy …

University endowment funds in the U.S. are offloading private equity stakes as tax hikes loom. They frame it as strategic, but industry voices increasingly suspect disappointing returns are forcing their hand. Yale University is selling up to 6 billion …

This week’s overview of people transfers and appointments includes updates from Schroders, Amundi, IBS Capital Allies, Partners Group, and Luxembourg industry associations Alfi and LPEA. Szenberg named executive vice-chair at Schroders Schroders has …

Luxembourg is gradually carving out a role in global private markets, not with fanfare, but through quiet, deliberate action. Emerging investor relations roles, a growing presence of single family offices, and a measured push to localise fundraising are …

The world’s wealthiest families are pouring billions into artificial intelligence as an investment theme. But when it comes to using the technology themselves, most are still watching from the sidelines. That divide is highlighted in Blackrock’s 2025 …

Diversification remains the cornerstone of asset allocation, investment strategists agreed at Investment Officer's Portfolio Day in Brussels, as volatility upends assumptions about safe assets. The panel debate, held last Wednesday in Brussels, brought …

Brussels' flagship sustainability law, the CSRD, is caught in a EU political crossfire, Luxembourg included, triggering confusion, Omnibus exemptions and regulatory backpedalling. Norton Rose Fulbright's Claire Guilbert and Cyril Clugnac explain. The …

The question of how best to incorporate bitcoin into an investment portfolio is becoming increasingly relevant. As the digital currency gains mainstream acceptance, investors grapple with the practical considerations: should you buy crypto directly, or …

Quintet Private Bank is tilting its global portfolios toward Japanese equities, betting that a combination of low valuations, currency upside, and local reform momentum will boost diversification in the second half of 2025. The Luxembourg-based wealth …

Morningstar: Comgest vs Carmignac on culture, stability and long-term strength

The end of value investing?

Yale’s private equity retreat signals broader stress in endowments

Transfers: Schroders, AllianzGI, Amundi, IBS, Partners, Alfi, LPEA

One investor at a time, Luxembourg steps into the PE fundraising spotlight

Family offices invest in AI growth but hesitate to adopt

‘Stick to the plan’: CIOs urge calm amid market whiplash

NRF: CSRD is work (still) in progress

Outperforming bitcoin with bitcoin

Quintet sees Japan as global diversification play