Nvidia mania: Luxembourg fund tops global exposure chart
Fund portfolios with allocations to the U.S. producer of next-generation artificial intelligence chips were at their concentration limits before the stock on Monday gave up some more of its spectacular recent gains.
European family offices eye bargains in tumbling US real estate
European family offices are taking advantage of falling US real estate prices, seeking opportunities in prime office spaces and “trophy assets” despite market instability.
State Street puts Lamanna in charge of depositary banking
Riccardo Lamanna has been appointed by State Street Corporation as head of products for State Street Bank International. He will retain his responsibilities as country head Luxembourg.
Efama: Vigilance needed as funds thrive on non-EU investors
How non-EU investors drive growth in European funds and why vigilance remains crucial in the European investment landscape.
Transfer Thursday: Ostrum AM, Fese, Esma
People news from Ostrum Asset Management, Fese and Esma.
US court nixes transparency rules for private funds
The SEC’s push for transparency in private markets was dealt a severe blow by a U.S. court ruling last week.
Europe’s rude awakening: Geopolitics is back
Dear reader, with the power struggle between China and the U.S., geopolitics has made a comeback on the investor agenda. Reason for us as editors to create a series on geopolitics and investing. In seven episodes, we will discuss various geopolitical and market shifts that are changing the investor landscape, from Europe’s challenges to China’s rise, AI impacts and the global energy transition.
BCG sees headwinds for asset management
The latest edition of the Boston Consulting Group’s (BCG) Global Asset Management Report provides a stark portrait of today’s asset management industry. Despite a robust 12 percent growth in global assets under management, reaching a formidable 120.000 billion dollars in 2023, the sector faces significant headwinds. Rising costs, eroding revenues, and the fading allure of traditional asset management approaches paint a troubling picture.
Church investors shift more and more towards impact investing
Religious institutions have traditionally had a unique approach to asset management and investment. In recent years, attention to climate change and socially responsible investing has become increasingly important, though widespread professionalisation remains elusive.
BlackRock CEO faces pay cut push at shareholder meeting
As Wall Street’s financial giants approach their annual shareholder meetings, the calls for restraint and closer alignment of executive pay with company performance and shareholder interests signal a potentially contentious voting season.