Investment fund costs for both retail investors and institutions have become more volatile in 2022, according to data analysed by London-based Fitz Partners. About one third - or 35 percent - of funds whose fees were changed last year have witnessed an …

A divisive European Commission proposal for a unified retail investment strategy is seen as one of the final pieces of EU legislation that is due to be approved in the months ahead, before next year’s EU elections. The industry’s objections are being …

Senior loans, currently the highest-yielding bonds, witness substantial inflows in tracker funds. In September, ETFs focusing on senior loans attracted over a billion dollars in investments, marking the highest influx since June 2021. The surge in …

Sustainability data has emerged as a vital component for investors, but they grapple with a plethora of providers and inconsistent standards. How can this disjointed landscape be streamlined for clarity and coherence? While the demand for sustainability …

What for decades proved a disadvantage for the Luxembourg fund industry is now quietly becoming an advantage: Luxembourg investment companies can invoke the double taxation treaty with Belgium, among others. Among other things, this allows them to claim a …

Despite posting impressive gains in 2023, Japanese equities seem under-appreciated among global investors. What's behind this discrepancy in the world's third-largest economy? Japanese stocks have notably outperformed their counterparts this year. Both …

Real estate dominates the investment portfolios of top athletes, especially footballers, but experts caution on the risks and stress diversification. While real estate remains the prime investment choice for top athletes, financial experts are striving to …

Though the EU consultation of the much-debated Sustainable Finance Disclosure Regulation is set to conclude only in December, the outlines of what will be termed as SFDR 2.0 are gradually emerging. What is evident is that there won't be a comprehensive …

The chart making waves on social media isn't getting attention without reason. It suggests that the real turmoil in the US labour market kicks in only after the yield curve has been inverted for over a year. Investors might be celebrating a soft landing …

On 11 July 2023, the European Securities and Markets Authority (Esma) updated its guidance in relation to the definition of “advice”. This was rendered through a supervisory briefing which basically an update of the previous Q&As issued by CESR - Esma’s …

Investment fund costs swing widely, Fitz data shows

Investors may draw short end in tussle over retail strategy

High-yield senior loans gain traction despite niche status

Investors seek uniformity in the ESG data maze

Luxembourg Sicavs eligible for Belgian tax treaty

Japanese stocks outshine, yet global investors hesitate

Despite real estate draw, athletes urged to diversify

Contours of SFDR 2.0 are gradually emerging

Yield curve points to US labour market storm

Investment advice: where MiFID II meets AIFMD