3155 results for ""
Date
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August 28, 2025
Transfers

Transfers: Bjoern Jesch swaps DWS for Allianz Global Investors

This week’s overview of people transfers and appointments includes updates from Allianz Global Investors, A&O Shearman, State Street, Titanbay, and other firms. Allianz Global Investors Bjoern Jesch , the former global chief investment officer of DWS …
August 27, 2025
Asset Allocation,News

Markets ignore Trump’s Fed shenanigans as bond strains grow

Markets are shrugging off Donald Trump’s attempt to fire Federal Reserve governor Lisa Cook. Economists warn the strain is nonetheless showing in long-term U.S. rates and the dollar, raising questions over how long investors can keep ignoring political …
August 27, 2025
Laws and Regulations

Luxembourg watchdog questions credibility of early CSRD reporting

Luxembourg’s financial regulator has warned that companies’ first attempts at sustainability reporting under EU rules risk overstating green progress, citing inconsistent practices and weak transparency. In a review of sustainability reports for 2024, the …
August 27, 2025
Opinion

ANA or active non-alignment

Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean, what are the economic consequences, and how are some ASEAN and BRICS countries putting it into practice? ANA can be defined as “pursuing your own interests …
August 26, 2025
Laws and Regulations,Taxation

US carve-out deepens Pillar Two complexity

When the European Union’s new global minimum tax took effect last year, it was billed as a milestone in the global fight against corporate tax avoidance. But a deal struck at the Group of 7 summit in June has given American multinationals a way around the …
August 26, 2025
Opinion

The vision of Masayoshi Son

In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John Chambers titled The internetworking takes off. At that point, there was absolutely no sign of a dot-com hype, though Alan Greenspan thought otherwise in his …
August 25, 2025
Opinion

Confessions of a former chief economist

Recently, Donald Trump urged Goldman Sachs to fire its chief economist. According to the president, he was completely off with his unwelcome forecasts about the effects of the trade war on US inflation. This raises the question of how independent …
August 25, 2025
Investing

Bitcoin Treasury Companies cross over to Europe

Bitcoin Treasury Companies, firms that hold billions of dollars in bitcoin on their balance sheets, are crossing over to Europe. This raises the risk that passive investments, via index funds, could be funneled into one of the most volatile corners of the …
August 22, 2025
Expert Panel

Morningstar: Montanaro versus Van Lanschot Kempen in European smallcap equities

In recent years, global equity markets have been driven by the performance of largecaps, particularly in the technology sector, leaving smallcaps behind. That was the case in 2024, for example, when the Morningstar Global TME Index gained 25 percent while …
August 22, 2025
Expert Panel

Dirk Coveliers: New rules for the Belgian securities account tax take effect

The Belgian Program Act of July 18, 2025 introduces several changes to the annual tax on securities accounts (JTER), also known as the securities tax. The law now provides for new anti-abuse rules and a reporting obligation for certain transactions. This …