overview.news

pexels-artempodrez-5941981
Expert Panel
March 28, 2025

Morningstar: Robeco vs Van Lanschot Kempen

This week, we are comparing two asset managers rather than individual funds. When analysts evaluate…
Read more
CSSF director Marco Zwick addressing the Alfi conference. Photo: IO.
News
March 27, 2025

Supervisory gaps threaten cross-border access to private markets

ESMA has asked the European Commission to clarify Eltif 2.0 implementation rules, as inconsistent…
Read more
Afbeelding van Kopny Xyzx via Pexels
Investing
March 27, 2025

Defense stocks struggle to keep up with the expectations treadmill

The German Bundestag’s decision to boost defense spending through debt issuance triggered a…
Read more
Fannie Wurtz (Amundi) bij Euronext Parijs
Asset Managers
March 27, 2025

Fannie Wurtz (Amundi): ‘Appetite for European stocks has increased significantly’

Fannie Wurtz from Amundi Asset Management, notes that a striking number of Asian investors are…
Read more
Het bankendistrict van Frankfurt. Foto: IO.
Investing
March 26, 2025

Analysts surprised by European bank rally

European banks are in solid financial shape, and interest income is exceeding expectations. Still…
Read more
Cyril Poels, senior associate at Norton Rose Fulbright. Photo: NRF.
Expert Panel
March 26, 2025

NRF: New circular issued to resolve the VAT saga on directors' fees

Final clarity at last? Luxembourg ends long-running VAT saga on directors’ fees with new guidance…
Read more
Luxembourg finance minister Gilles Roth speaking at the ALFI conference on Tuesday. Photo: IO.
Asset Managers
March 25, 2025

Luxembourg raises red flag over EU plan for single supervisor

Luxembourg, which hosts more than a quarter of all assets held in European investment funds, has…
Read more
Het BlackRock hoofdkantoor in Manhattan. Foto: IO.
Asset Managers
March 25, 2025

After ‘years of work,’ Blackrock’s bitcoin-ETP has arrived

Blackrock has been working for “years” on launching a European bitcoin ETP. The asset manager…
Read more
Declining growth in sub-funds under RAIF umbrellas. Graph: Investment Officer.
Asset Servicing
March 25, 2025

Raif growth continues, but signs of caution emerge

Luxembourg’s Raif market shows resilience in 2024, but Investment Officer’s data analysis shows…
Read more
Mohamed El-Erian aan het woord tijdens de conferentie. Foto: Digital Asset Summit 2025
Investing
March 25, 2025

El-Erian: ‘Yields won’t drop further without a recession’

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former…
Read more

Most recent

Afbeelding van Lara Jameson via Pexels
Investing

EM investors broaden their focus after years focusing on Asia

Read more
Jeroen Blokland
Opinion

Chart of the week: better a raging optimist or a permabear than an index hugger

Read more
Gertjan Verdickt
Opinion

The illusion of passive investing

Read more
A silicon wafer with microchips including microscopic transistors and circuits. Photo: by Laura Ockel on Unsplash.
Market Reports

Value benefits from AI fatigue and rising Taiwan tensions

Read more
Foto Globe Valentin Antonucci - Pexels
Expert Panel

Morningstar: Robeco versus MFS in global equities

Read more