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 …

With the start of a new year, the professionals making the wheels of Luxembourg’s funds sector spin may be considering changing jobs. Recruitment experts share their perspectives on the state of the industry and the trends shaping it. For Jean-François …

EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a federal complaint. “Are you a white man who has been disadvantaged at work because of your race or gender? Then you may be able to get money back,” Lucas …

The failed partnership between Italy’s Generali and France’s BPCE is more than a collapsed deal in European asset management. It exposes how challenging it remains for Europe to build financial scale once a project becomes truly cross-border, and how …

What began as a tool for measuring risks evolved into a normative framework, only to return under political pressure to its core: the G. After 25 years, ESG has come of age, but not without scars. The rise of sustainable investing is one of the most …

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

Demand for compliance talent a 2026 priority for Luxembourg recruiters

On Wall Street, one type of colleague remains ‘problematic’: the woman

Protectionist reflexes still stand in the way of Europe’s champions

What remains of ‘Who cares wins’? ESG after 25 years in perspective