Raymond Frenken

Raymond Frenken

U.S. President Donald Trump addressing the World Economic Forum in Davos on Wednesday.
Asset Allocation
today

Trump forces Europe into strategic rethink

Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s…
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Paul Jackson (Invesco), Michael Krautzberger (Allianz GI), Guillermo Felices (PGIM) and Salman Ahmed (Fidelity)..
Asset Allocation
January 19, 2026

Trump's return to Davos heralds new age of deglobalization

As global leaders and investors arrive in Davos this week, the central question for markets is no…
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Het CIO panel tijdens Investment Officer's New Year's Perspectives 2026. Foto: Sander Nieuwenhuys.
Asset Allocation
January 15, 2026

CIOs caution investors against headline-driven decisions

Anyone following geopolitical tensions, the noise around China and the ongoing turmoil coming out of…
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From left to right: Lorenzo Codogno, Ignazio Angeloni and Nicolas Véron.
Asset Managers
January 6, 2026

Protectionist reflexes still stand in the way of Europe’s champions

The failed partnership between Italy’s Generali and France’s BPCE is more than a collapsed deal in…
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PDVSA is Venezuela's state oil company. Photo: Wikimedia.
Asset Allocation
January 6, 2026

Venezuela, Greenland and the return of spheres of influence

When United States forces seized President Nicolás Maduro of Venezuela, the political shock was…
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Sonja Laud. Foto: L&G Asset Management.
Investing
January 5, 2026

Geopolitics and AI are testing the cost of capital

Debt is no longer rising quietly in the background of the global economy. For investors, the…
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Euro notes in a suitcase. Photo: Istock.
Supervision
December 23, 2025

Enforcement and transparency weigh on Europe’s AML scores

De Europese antiwitwaskaders behoren formeel tot de meest uitgebreide ter wereld, maar in de…
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Biggest geopolitical risk. Image: Defigners
Investing
December 18, 2025

Geopolitics emerges as a structural market risk in 2026

Geopolitical risk once entered markets through sudden shocks. Going into 2026, leading investment…
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Skyline banks Frankfurt. Photo by Matthias Münning on Unsplash
Asset Allocation
December 17, 2025

Europe’s banks have very little room to absorb shocks

Europe’s banks are heading into 2026 with solid balance sheets, but with less room for error. After…
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Alessia Berardi. Photo: Amundi.
Investing
December 12, 2025

India gains recognition as diversification anchor

India is drawing fresh interest from global investors as domestic demand, rapid digitalization and a…
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Photo: ESMA.
Supervision
December 9, 2025

Simplification push by ESMA risks raising costs before relief

The European Union’s push to simplify financial reporting faces a complex reality, with industry…
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Foto: Van Lanschot Kempen.
Investing
December 5, 2025

Van Lanschot Kempen turns to Alto for operational scalability

Van Lanschot Kempen is upgrading its investment infrastructure by adopting Amundi’s Alto platform, a…
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Richard Marshall (left) and Greg McKenzie. Photo: Belasko.
Transfers
December 4, 2025

New appointments at Belasko, Innpact, Deutsche Bank, Schroders and LL

This week’s roundup highlights senior hires and partner promotions across Luxembourg and Europe…
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A maze in England. Photo: Tim Green via Flickr.
Laws and Regulations
December 2, 2025

Europe’s fund market faces a major shake-up under SFDR 2

Europe’s fund market is on the brink of a major reshuffle. Under SFDR 2.0, the European Commission’s…
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