Due to increased concentration risk in equity markets that are ‘crammed’ into US (tech) stocks, asset managers are experiencing increased demand for rules-based ETFs. These trackers reduce that risk or exclude the market segment with the highest …

For an increasing number of ultra-wealthy Dutch individuals, the question is no longer just how much tax they pay—but whether the Netherlands remains the right place to live and invest. Asset managers report growing discussions about emigration, with …

Les élections allemandes ont donné la victoire à la CDU/CSU. Cette victoire n’est pas vraiment une surprise. On ne peut pas en dire autant de la défaite historique du SPD, qui a enregistré son plus mauvais résultat depuis 1887. Vous avez bien lu : le pire …

The global government bond Morningstar category, launched in October 2024, reflects a growing fund landscape with 117 distinct offerings as of February 2025. Divergent economic structures, policy responses, and political backdrops shape investor …

The monetary forest through which Christine Lagarde and the rest of the ECB are wandering appears to have only one path. During the latest press conference, the ECB President made it clear that the direction of the bank’s interest rate journey is …

Investor sentiment in the U.S. Treasury market has shifted markedly this week. Yields on 10-year Treasuries have fallen from a peak of 4.8 percent in mid-January to below 4.3 percent, marking their lowest level in two months. The catalyst: a significant …

This week’s overview of transfers and other people moves in and around Luxembourg includes updates from Baloise Luxembourg, Hauck & Aufhäuser, Schroders Capital, Capital Group, and Société Générale. Tine Vanmassenhove Tine Vanmassenhove has been appointed …

On observe cette année un fort afflux net dans les ETF d’actions européens. Bien que ce soit, à court terme, l’actualité qui influence le marché, les investisseurs se tiennent prêts à étendre leurs positions. Cet afflux est particulièrement notable dans …

Après la critique de l’Association européenne de l’Asset Management (EFAMA) sur un rapport récent de l’AEMF sur les coûts des fonds d’investissement européen, cette dernière reconnaît qu’une analyse plus poussée est nécessaire pour obtenir une vision plus …

State Street and SS&C Technologies are restructuring their transfer agency operations in Luxembourg and Ireland by dismantling their International Financial Data Services LP (IFDS) joint venture after nearly 20 years, as the industry is streamlining …

Concentration risk increases demand for rules-based ETFs

Wealthy Dutch weigh emigration as business climate deteriorates

Sentiments mitigés

Morningstar: BNY Mellon vs Colchester in global government bonds

The path the ECB has chosen leads to disaster

Treasuries ignored politics, but consumer data shifts sentiment

People moves: Baloise, Hauck, Schroders, Capital Group, SocGen

Un afflux massif dans les ETF d’actions européens, notamment grâce à la finance et l’industrie

AEMF : une vision plus complète des coûts des fonds d’investissement requiert une analyse plus poussée

State Street, SS&C unwind IFDS as tech reshapes transfer agencies