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Fund Interview
August 6, 2025
Carmignac’s flagship fund stages a comeback, without the crowd
After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of…
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Opinion
August 6, 2025
Déjà vu: from Internet revolution to AI revolution
Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and…
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Asset Allocation
August 5, 2025
Dutch pension funds are rethinking government bonds
Dutch pension funds are rethinking government bonds, sparking a shift that could ripple through…
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Taxation
August 5, 2025
WTax: The hidden cost of extra time
Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results…
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Technology
August 4, 2025
Luxembourg lays foundation for a digital sovereign debt strategy
Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital…
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Asset Managers
August 1, 2025
Morningstar: Allianz vs JP Morgan in multi-asset income funds
Allianz GI and JP Morgan AM take different paths to multi-asset income: one prioritises yield, the…
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Opinion
July 31, 2025
Chart of the week: The Next Catalyst
Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
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Asset Allocation
July 31, 2025
ESG funds increasing exposure to defense, data confirms
ESG investment funds in Europe have sharply increased their exposure to defense stocks, according to…
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Transfers
July 31, 2025
Transfers: Aon, Allianz, Mimco, and SnapSwap
This week’s overview of senior appointments and leadership changes includes updates from Aon France…
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Investing
July 30, 2025
Luxembourg’s new carry tax regime reflects global ambitions
A new tax regime, set to take effect in 2026, has been designed to update how carried interest is…
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Most recent
Asset Managers
Split on rate path, US firms agree on how to position in Treasuries
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Sector
Private banking coveted prize in European bank consolidation
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Opinion
The human factor in factor investing
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Asset Allocation
French political turmoil underlines ‘desynchronized growth’ in Europe
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Supervision
CSSF presses fund managers to tighten ESG disclosures
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