Several chief investment officers from Dutch private banks have raised concerns about the "great danger" of consensus forecasts on US equities for 2025. This shared apprehension has prompted ING and Van Lanschot Kempen to re-evaluate their weighting …

Paris-based BPCE and Milan-headquartered Generali are joining forces in a 1,900 billion euro asset management venture, set to dominate Europe’s market by revenue. The new Amsterdam-based entity will rival industry heavyweight Amundi, signalling a …

Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. With a reported stack of 100 executive orders at his disposal, Trump plans to bypass political gridlock to push through his key …

Les entreprises européennes sont trop « rigides » et vont devoir accepter le changement pour rester compétitives au niveau international. Les opportunités d’investissement abondent sur le Vieux Continent, mais les investisseurs sont freinés par son image …

Eh oui, les revoilà. Avec la hausse des taux d’intérêt scrutée de près par les investisseurs du monde entier, les Cassandre sortent en masse de leur cachette afin de prédire, une fois de plus, l’éclatement imminent de la bulle technologique « extrêmement …

With a loss of approximately 1 percent in euros during the fourth quarter, emerging markets ended 2024 on a slightly negative note. Although the year delivered a return of 14 percent, the emerging markets index lagged behind the global index, which …

The “outrageous” prediction by Saxo Bank of a major climate disaster impacting the insurance industry in 2025 became a reality last week. The effects of California's wildfires are being felt within the insurance sector. However, the predicted crisis has …

Après une décennie dans l’ombre, les fonds spéculatifs macro reviennent sur le devant de la scène. Avec l’augmentation de la volatilité des marchés, les gestionnaires d’actifs professionnels s’intéressent à nouveau à ces fonds. Historiquement, les …

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Goldman Sachs, Waystone, UBP, BLI. Gert-Jan Verhagen Gert-Jan Verhagen has been appointed head of Benelux Third Party Wealth at Goldman Sachs Asset …

Europe faces an escalating storm of political fragmentation, economic headwinds, and external challenges as 2025 begins, compounded by the incoming Trump administration's potential to disrupt the global order. Bill Campbell, bond portfolio manager, global …

The great danger in consensus forecasts; Dutch CIOs address 2025

Europe’s largest asset manager emerges from BPCE, Generali deal

Trump’s opening moves set tone for US inflation

Il est temps pour l’Europe de changer de logiciel

Chart of the week: Les Cassandre démystifiés !

Morningstar: Capital Group vs Fidelity in emerging market equities

The market maintains confidence in US insurers despite wildfires

Dans un contexte d’incertitude, les investisseurs plébiscitent les stratégies macro mondiales

Transfers: Goldman Sachs, Waystone, UBP, BLI

A ‘structural’ Trump could be even more challenging for Europe