An unprecedented wealth transfer is underway. Over the next two decades, an estimated 124,000 billion dollar in assets will shift globally from the baby boomer generation to younger generations. Baby boomers hold more than 85,000 billion dollar, while …

The shake-out in active asset management is far from finished, even as some firms regain momentum in the battle for investor flows, according to Joseph Pinto, chief executive of M&G Investments. Large institutional investors are increasingly concentrating …

The price of a barrel of crude oil surged past the $100 mark as the situation in the Middle East escalated further. A small price to pay, according to the president of the United States. Yet I suspect Trump is taking too narrow a view of the true cost of …

The war between the United States, Israel and Iran is casting a shadow over a crucial week for central banks. The US Federal Reserve meets on Wednesday, followed a day later by the European Central Bank. Oil prices have reacted nervously to the conflict …

The Asian bond market continues to deepen, supported by local and international interest. Asian bond markets were resilient through 2025, supported by abundant regional liquidity that began to build during the year and set the stage for 2026, despite …

Write a prompt asking Claude to act like an investor who wants to know everything about a company. Upload the quarterly results of a business you follow. Click. Wait fifteen minutes. And there it is: an investment memo with a cash-flow model, scenario …

Listed private markets managers are under pressure in recent weeks as investors question the resilience of evergreen funds and worry about technology exposure in private credit portfolios. Shares across the sector have slid after several retail-focused …

In a fund market that is becoming increasingly fragmented between European requirements, rising regulatory pressure, and the growth of private markets, large offshore firms can no longer ignore Luxembourg. For Mourant, historically established in Jersey, …

Cardif Lux Vie, a life insurance subsidiary of BNP Paribas, has appointed Arnaud de Dumast as chief executive officer, effective April 1, 2026. He succeeds Alexandre Draznieks, who has led the Luxembourg life insurer since 2022 and will take on new …

Investors in evergreen funds apparently did not fully grasp what they were getting into when they entrusted their capital to these “semi-liquid” vehicles investing in private markets. After Blue Owl, two large private credit funds managed by Blackstone …

Playing with the optimal investment mix

Shake-out in active management not over says M&G

Chart of the week: the hidden cost of Trump’s war

Oil shock puts central banks ahead of difficult rate decisions

Morningstar: HSBC vs Schroders in Asian bond funds

The new equity analyst is called Claude. But he can’t do everything

CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop

Mourant anchors EU fund structuring work in Luxembourg

Transfers: Cardif Lux Vie, JP Morgan, Nuveen, Blackstone

‘Phantom liquidity’ spooks evergreen investors