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Date
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October 7, 2025
Sector

Private banking coveted prize in European bank consolidation

ABN Amro’s private banking operations are a key asset for parties considering a takeover of the bank, even though the division’s financial results are generally weaker than those of its competitors. Rumors of a potential takeover of ABN Amro are being …
October 7, 2025
Opinion

The human factor in factor investing

For decades, the search for alpha has been a quest for investors. Factor models, based on firm characteristics such as size, value, profitability, and momentum, have become the standard in every investor’s toolkit. They offer a systematic framework to …
October 6, 2025
Asset Allocation,News

French political turmoil underlines ‘desynchronized growth’ in Europe

French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned just hours after unveiling his cabinet. The selloff in equities and widening OAT–Bund spreads reinforced what economists and strategists describe as a new …
October 6, 2025
Supervision

CSSF presses fund managers to tighten ESG disclosures

The CSSF has ordered all Luxembourg-based investment fund managers to review and, if necessary, correct their sustainability risk policies and disclosures, following a Europe-wide supervisory exercise that found compliance broadly satisfactory but still …
October 6, 2025
Opinion

Chart of the week: it just keeps going

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs to take action and learn to look at and approach things differently, the United States just keeps steaming ahead. Economic growth in particular seems …
October 3, 2025
Expert Panel

Morningstar: JP Morgan vs Artisan in global equities

Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings. Fewer than six percent of actively managed funds qualitatively assessed by Morningstar analysts in Europe achieve a High score on both the People and …
October 2, 2025
Asset Allocation,Events

Private debt momentum keeps up, but challenges lurk

Luxembourg’s private debt market has been flourishing. But products that can pose systemic risks, difficulties with valuation, and potential misunderstandings of the risks involved in the market are issues lurking in the shadows. The Great Financial …
October 2, 2025
Events

Haroon Sheikh: ‘Struggle between great powers has only just begun’

The long-assumed stability of Europe is over. Wars on the periphery, a crumbling system of free world trade, and great powers using economic interdependence as a weapon: the continent is under pressure. “The world in which investors must navigate has …
October 2, 2025
Transfers

Transfers: Amundi’s Taillardat sets up quant team at E. de Rothschild

This week’s overview of people transfers and appointments includes updates from Edmond de Rothschild Asset Management, KPMG and BDO Luxembourg, and Marktlink Capital. Edmond de Rothschild AM builds quant team in Geneva Edmond de Rothschild Asset …
October 1, 2025
Asset Managers,News

Van Lanschot Kempen partners with State Street for active ETFs

Van Lanschot Kempen is preparing to enter the active ETF market through a new partnership with State Street Investment Management. The Amsterdam-based boutique, known for its smallcap and euro credit strategies, will rely on State Street’s infrastructure …