overview.news

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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Afbeelding van Josh Wilburne via Unsplash
Expert Panel
August 29, 2025

Morningstar: Dimensional versus Neuberger Berman in US smallcaps

Historically, US smallcaps have outperformed their European peers, with a difference of about 1.5…
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Edin Mujagic
Opinion
August 29, 2025

While the eurozone sinks, the orchestra plays in Frankfurt

At the Weseler Werft, a green strip along the river Main in Frankfurt with a view of the European…
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Sam Bossuyt
Family Offices
August 28, 2025

Family officers often willing to take bigger risks than their clients

Family officers serving wealthy Belgian families often prove more willing to take risks than their…
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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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Arrival USA at G7. Photo Credit: Government of Canada
Asset Allocation
August 27, 2025

Markets ignore Trump’s Fed shenanigans as bond strains grow

Markets are shrugging off Donald Trump’s attempt to fire Federal Reserve governor Lisa Cook…
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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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Jan Vergote
Opinion
August 27, 2025

ANA or active non-alignment

Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean…
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"Family Photo", G7 Canada. Photo Credit: Government of Canada
Laws and Regulations
August 26, 2025

US carve-out deepens Pillar Two complexity

A deal struck at the G7 summit in June has given American multinationals a way around rules billed…
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Han Dieperink
Opinion
August 26, 2025

The vision of Masayoshi Son

In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John…
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Dan Ariely
Investing

ESG is measured wrong, says Dan Ariely. His fix is beating the S&P500

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Waterfall - Pexels - Foto by Luca Istrate
Expert Panel

Morningstar: DWS versus Kempen in global equity income

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Randy Pattiselanno
Opinion

What remains of Europe’s sustainable ambitions?

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The EU's climate commissioner Wopke Hoekstra, right, takes part in a ministerial meeting during COP30, in Belém, Brazil. Photo: EU.
Laws and Regulations

SFDR overhaul sets strict new rules for sustainable fund labels

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NatureFinance's Arend Kulenkampff addressing the COP30 meeting. Photo: NatureFinance.
News

COP30 sees nature move to the center of climate finance

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