“Diversification is the only free lunch in investing,” said Harry M. Markowitz, the father of modern portfolio theory. He referred to the idea that broad diversification is likely the best way to limit portfolio risk without sacrificing returns. The …

Simplifying workflows through smart design and automation can cut costs and future-proof private asset management in a shifting investor landscape. For decades, private equity thrived on inefficiency. Firms operated with manual processes, fragmented …

This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Capitalatwork, Apex Group, EY Luxembourg, Partners Group, and Northern Trust. New leadership for Capitalatwork in Benelux Wealth manager Capitalatwork …

A powerful combination of artificial intelligence, looming regulation and shifting market dynamics is shaking up the opaque world of ESG data providers. One sign of the changing times is the decision by Econopolis Invest, a fund managed by the …

The number of licensed management companies in Luxembourg has held steady at 298. But this surface stability masks a quiet transformation in the Grand Duchy’s asset services industry. Smaller and mid-sized management companies are not just surviving. They …

Candriam is transforming its Global Metaverse Fund—originally focused on companies developing the metaverse—into a tech fund centered around AI, cybersecurity, and other trends. It marks a clear sign that the tech hype of 2022 has fully fizzled out. Let’s …

At the heart of financial research lies a seemingly simple question: what is the risk-return profile of stocks and corporate bonds? New research based on the Belgian stock market from 1850 to 1913 shows that the answer changes fundamentally when …

External portfolio reviews are becoming a core strategic tool for wealth managers navigating volatile markets. For firms like Natixis Investment Managers, Blackrock, and Morgan Stanley, these second opinions deepen client engagement and sharpen their …

Dull dividend stocks are making a comeback. As investors cool on pricey U.S. growth names, income strategies, once dismissed as boring, are outperforming global markets. Two leading asset managers say dividend-focused portfolios, especially in Europe, are …

The U.S. dollar is taking a beating. I’m not just referring to its exchange rate, but also to the growing doubts being raised about the role the greenback plays on the global stage as the de facto world currency. That, according to Christine Lagarde, …

Morningstar: Blackrock vs. Ninety One in concentrated global equity funds

Private equity needs its Bauhaus moment

Transfers: Capitalatwork, Apex, EY, Partners Group, Northern Trust

AI shake-up rattles opaque ESG data market

Mid-sized ManCos drive Luxembourg’s alternatives surge

Candriam waves Metaverse goodbye and restructures fund

Return is a chosen illusion

Second opinions become strategic tool for asset managers

Dull dividend stocks are making a comeback

Euro as a challenger to the dollar?