The number of ETFs listed on Euronext exchanges rose by 5 percent last year, exceeding 4.000, while the number of investment funds declined by the same percentage to just over 2.300. In the United States, the number of ETFs grew by approximately 15 …

Scarce assets such as gold and bitcoin were among the best-performing investment categories of the past year. Yet, they received barely any attention in the endless series of (dull) outlooks from major investment banks and asset managers. Fortunately, …

The investment year 2024 has proven to be a successful one for investors in global equities. The Morningstar Global TME Index closed the year with an impressive gain of 25 percent. American equities dominated this strong market performance, with the …

Luxembourg-based investment advisory firm Alumia has announced a partnership with CIFC Asset Management, an alternative credit specialist headquartered in Miami. The collaboration aims to deliver credit strategies to investors across Europe, leveraging …

With the acquisition of Axa Investment Managers by the French banking group BNP Paribas, the European asset management sector strengthens its position against "the Americans". However, more is needed to halt the shift of managed assets from Europe to the …

China's 10-year bond yield has recently dropped below 1.6 percent, a consequence of a weakening economy plagued by deflation. For the first time in 14 years, restrictive monetary policy has shifted towards a moderately expansionary stance. The goal: to …

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Waystone, Carmignac, Baloise, Edmond de Rothschild, Bfinance, and Euroclear. Naomi Waistel Carmignac has appointed Naomi Waistell as an emerging market (EM) …

Europe’s asset managers are feeling the heat after Luxembourg’s financial watchdog slapped Aviva Investors with a 56,500-euro fine for breaching the EU’s Sustainable Finance Disclosure Regulation (SFDR). The penalty—the first of its kind—has rattled the …

Strategic partnerships are not only a trend for pension funds and fiduciary managers, said Robeco CEO Karin van Baardwijk. “Private banks are looking for larger allocations per asset manager. That creates opportunities to get more out of the relationship. …

The concentration risk in equity markets is growing as US megacap technology companies continue to attract capital. Diversification, often seen as the only "free lunch" in investing, risks coming at a cost. During a November meeting, a member of the …

Number of European ETFs surpasses 4.000

Chart of the week: The Great Debasement

Morningstar: Robeco versus Veritas in global equities

Alumia partners with CIFC in alternative credit

The hunt for European asset managers has begun

Interest rates fall, but recovery remains elusive in China

Transfers: Carmignac, Waystone, Baloise, Edmond de Rothschild

Aviva fine marks start of SFDR enforcement era in Europe

Robeco CEO Van Baardwijk: Private banks seek larger allocations per fund house

Market concentration higher than during the dotcom bubble in 2001