I’ve been captivated for days by the chart below, which illustrates household equity allocation. What puzzles me most is the simplistic conclusion that this allocation signals the end of the equity rally. I, however, have a different interpretation—one …

US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they were certainly not the only stocks to record a strong performance. And yet, despite the magnificent returns, investors seem wary and are now withdrawing …

This week’s overview of transfers, appointments, and other career news in the fund and asset management community in and around Luxembourg includes updates from Bank Lombard Odier, European Depositary Bank and Blackrock. Frédéric Praz Frédéric Praz …

M&G, a UK-based asset management and insurance firm that serves the European market from Luxembourg, posted lower first-half 2024 results on Wednesday, revealing a mixed financial performance and significant net client outflows. Despite efforts to …

The largest maturity date in Belgium’s financial history. That is how Peter Adams, CEO of ING Belgium, describes today’s expiry of the much-debated one-year state note, on 4 September. The moment has arrived: today, Belgium’s debt agency refunds the …

ESMA publishes guidelines on sustainability claims in funds’ names on funds’ names using ESG or sustainability-related terms In the apparently almost never-ending battle against greenwashing, the European Securities and Markets Authority (ESMA) set a next …

Partners Group, the Swiss-based private markets investment firm that is also a major player in Luxembourg, has reported a significant decline in performance fees for the first half of 2024 because investment exits are being postponed and becoming more …

The Securities and Exchange Commission (SEC) has introduced new regulations requiring fund managers to disclose their investment holdings on a monthly basis, replacing the current quarterly reporting schedule. Under these new rules, registered investment …

Index rules and procedures can create a significant divergence between overall market performance and the returns that investors in index funds actually receive. According to researchers at Dimensional, managers of passive funds should conduct more …

Technological dominance is the new geopolitical battleground. Companies and countries alike must embrace artificial intelligence if they don't want to be left behind. Baillie Gifford and BlackRock warn that those who don't act quickly will face …

Surely this must be the end of the rally

Fund Radar: US growth stock funds out of favour

Transfer Thursday: Lombard Odier, EDB, Blackrock

M&G faces significant net client outflows in first half

Belgian banks brace for €22 bln bond bonanza

What’s in a (fund)name?

Exit markets in private equity remain difficult, says Partners

SEC orders monthly portfolio disclosures for US funds

Index funds: Bridging the gap between performance and returns

The AI revolution is separating the wheat from the chaff