Raymond Frenken

Raymond Frenken

A row of cooling towers at Google's data center near Mons, Belgium. Photo: Wikimapia CC.
Asset Allocation
October 14, 2025

Energy efficiency is the new driver in big tech

Artificial intelligence has unleashed an energy race across big tech, one investors can no longer…
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Cheap Street. Photo: Unsplash.
Investing
October 9, 2025

Another wave of price pressure hits European fund managers

Europe’s fee war is entering a new phase. Morningstar’s latest European Fund Fee Study finds that…
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Sunset in Paris. Photo: CC0 via pxhere.
Asset Allocation
October 6, 2025

French political turmoil underlines ‘desynchronized growth’ in Europe

French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned…
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CSSF's headquarters in Luxembourg. Photo: IO.
Supervision
October 6, 2025

CSSF presses fund managers to tighten ESG disclosures

The CSSF has ordered all Luxembourg-based investment fund managers to review and, if necessary…
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State Street’s Ann Prendergast with Erik van Houwelingen, board member Van Lanschot Kempen. Photo: VLK.
Asset Managers
October 1, 2025

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…
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Photo: Pexels/Pixabay.
Asset Allocation
September 29, 2025

ESG is losing its shine but gaining weight

Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews…
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Hortense Bioy, global director sustainability research at Morningstar. Photo: Morningstar.
Laws and Regulations
September 25, 2025

UK ESG fund labels seen as poor example for SFDR 2.0

The United Kingdom’s new ESG fund labels have struggled to gain traction. As Brussels prepares an…
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Sam Zief, JP Morgan Private Bank.
Asset Allocation
September 24, 2025

Weak dollar brings classic FX hedging back into play

With the euro expected to strengthen further, portfolio strategies are increasingly being shaped by…
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Photo: Jacek Dylag/Unsplash.
Laws and Regulations
September 15, 2025

Critics fear EuroPension repeats mistakes that doomed PEPP

Europe’s pensions supervisor is relaunching the failed Pan-European Personal Pension Product under a…
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The Assemblée nationale in Paris, the French parliament. Photo: Jarosław Baranowski/Wikimedia.
Asset Allocation
September 10, 2025

Markets tolerate French paralysis as long as yields stay high

France’s government is adrift after Bayrou’s resignation, yet its bonds still draw buyers. Investors…
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A billboard promoting an online ETF broker in Cologne. Photo: IO.
Asset Allocation
September 9, 2025

German savers turn head-on to ETFs, pressing fund managers

German retail investors put nearly all equity fund inflows into exchange-traded funds in the first…
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Nvidia CEO Jensen Huang speaks to journalists as he arrives for a press conference at a hotel in Beijing on July 16, 2025. Photo: Adek BERRY / AFP
Asset Allocation
September 1, 2025

AI infrastructure spending boom raises questions on valuations

Artificial intelligence is still at the beginning of its growth curve, but both the infrastructure…
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Bjoern Jesch, former global CIO at DWS, is joining Allianz Global Investors. Photo: DWS.
Transfers
August 28, 2025

Transfers: Bjoern Jesch swaps DWS for Allianz Global Investors

This week’s overview of people transfers and appointments includes updates from Allianz Global…
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The offices of CSSF in Luxembourg. Photo: IO.
Laws and Regulations
August 27, 2025

Luxembourg watchdog questions credibility of early CSRD reporting

Luxembourg’s financial regulator has warned that companies’ first attempts at sustainability…
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