Universal Investment: analysis shows that times for investors are volatile
2025 had barely begun when the euphoria of the previous year was gone for good. Geopolitical tensions, economic concerns and political conflicts dominate the financial markets—even if the stock markets have calmed down a little (at least for the time being) since the turbulent beginning of April. Super ManCo Universal Investment’s analysis shows how institutional investors are trying to cope with the new environment and which trends are evolving in their portfolios.
Morningstar: Comgest vs Carmignac on culture, stability and long-term strength
Morningstar this week compares Comgest to Carmignac as it highlights why strong culture, stability, and long-term focus define top-tier asset managers.
NRF: CSRD is work (still) in progress
Brussels’ flagship sustainability law, the CSRD, is caught in a EU political crossfire—Luxembourg included—triggering confusion, Omnibus exemptions and regulatory backpedalling. Norton Rose Fulbright’s Claire Guilbert and Cyril Clugnac explain.
Pinsent Masons: ESG related fund names, are you compliant yet?
ESMA’s guidelines for fund names are now in force. Is your fund truly compliant? Or is it risking regulatory attention?
Morningstar: Corporate bond funds cautiously defensive
Morningstar this week looks at euro corporate bond funds and compares Janus Henderson with Invesco. After tariff tensions rattled markets, fund managers remain cautiously positioned in defensive sectors despite temporary relief.
Morningstar: Blackrock vs. Ninety One in concentrated global equity funds
“Diversification is the only free lunch in investing,” said Harry M. Markowitz, the father of modern portfolio theory. He referred to the idea that broad diversification is likely the best way to limit portfolio risk without sacrificing returns.
Page Executive: is the Luxembourg banking sector recruiting in Belgium due to talent shortage?
Luxembourg’s financial sector is recruiting Belgian talent from the local market or trying to lure them to the Grand Duchy. Although Luxembourg remains the top destination for Belgians seeking to work abroad, the number of those actually doing so has stagnated.
WTax: Vivendi case shows it pays to watch your tax exposure
Standardized tax recovery processes often miss non-routine events, such as spin-offs. The Vivendi case highlights why fund managers should actively review all forms of cross-border withholding tax exposure.
Morningstar: MFS vs. Maj Invest in Global Large-Cap Value Equities
After years of underperformance, European equities are finally stepping out of the shadow of their U.S. counterparts in 2025. Investors began the year skeptical about Europe, but sentiment shifted—thanks in part to a German proposal to invest heavily in infrastructure and defense.
Morningstar: Loomis Sayles versus Ninety One in global emerging markets corporate bonds
Emerging-market corporate bonds slumped in early 2025, yet analyst-rated strategies from Loomis Sayles and Ninety One stand out for experienced teams, disciplined risk-taking, and distinct approaches amid rising global uncertainty.