Investors are rediscovering Europe’s value, says M&G
Bhavneet Ahluwalia, investment specialist at M&G, says value investing in Europe is reasserting itself in a changing global landscape.
Last wave of traditional managers embraces the active ETF model
As active ETFs grow beyond niche status, some of the last traditionally active managers, including Columbia Threadneedle and M&G, are entering the European market with strategies that blend research conviction and daily oversight.
‘Nature-based solutions are where renewable energy was 15 years ago’
Triodos Investment Management is betting that nature-based solutions, still a niche segment, will mature into a full-fledged asset class within the next decade.
Energy efficiency is the new driver in big tech
Artificial intelligence has unleashed an energy race across big tech, one investors can no longer ignore.
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 while the steepest cost declines are over, new competitive forces are reshaping the industry.
French political turmoil underlines ‘desynchronized growth’ in Europe
French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned just hours after unveiling his cabinet. The selloff in equities and widening OAT–Bund spreads reinforced what economists and strategists describe as a new normal: a volatile, fragmented France where politics, not policy, drives market sentiment.
CSSF presses fund managers to tighten ESG disclosures
The CSSF has ordered all Luxembourg-based investment fund managers to review and, if necessary, correct their sustainability risk policies and disclosures, following a Europe-wide supervisory exercise that found compliance broadly satisfactory but still in need of significant improvement. The order also applies to managers of so-called Article 6 funds, which do not claim ESG characteristics.
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 Street Investment Management. The Amsterdam-based boutique, known for its smallcap and euro credit strategies, will rely on State Street’s infrastructure and distribution networks to launch its first exchange-traded funds within six to nine months.
ESG is losing its shine but gaining weight
Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews with asset owners, managers and analysts in Amsterdam, the UK and the Netherlands show how sustainability is increasingly embedded in long term investment strategies.
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 overhaul of the Sustainable Finance Disclosure Regulation (SFDR), a senior Morningstar expert warns Europe not to copy London’s model.