3166 results for ""
Date
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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 …
October 1, 2025
Asset Allocation

ALFI’s pep rally shows private markets’ promise, and their limits

At the Association of the Luxembourg Fund Industry’s private assets conference in Kirchberg, policymakers and asset managers championed private markets as vital for Europe’s growth and as a bridge for retail investors through ELTIFs. Yet speakers also …
September 30, 2025
Asset Allocation,News

Trump’s new Fed governor openly defies Fed consensus

The newest FOMC-member Stephen Miran broke with Fed tradition by refusing to put his dissent in writing, opting instead to spell it out in a speech at the Economic Club of New York. Markets see his objection as nothing special, with rate decisions …
September 30, 2025
Sector

Women manage record assets, still underrepresented

The tenth edition of Citywire’s Alpha Female report, published in September 2025, highlights a paradox. Over the past decade, assets managed by female fund managers have nearly tripled, rising from 1.7 trillion euro in 2016 to 4.7 trillion euro today. Yet …
September 30, 2025
Opinion

The crash of October

October has a bad reputation in the markets. The biggest crashes in history—1929, 1987, and 2008—all took place in October. This pattern does not appear to be a coincidence but rather the result of structural factors that make this month particularly …
September 29, 2025
Asset Allocation

ESG is losing its shine but gaining weight

Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews with asset owners, managers and analysts in Amsterdam, the UK and the Netherlands show how sustainability is increasingly embedded in long term investment …