Asset Manager

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.

Government bonds from countries that score high on the United Nations Sustainable Development Goals have outperformed the global market-weighted bond index over the past three years.

This week’s overview of people transfers and appointments includes updates from Trustmoore, Quintet and Fundcraft.

For decades, it was an iron law for investors: in the long run, the stock market follows economic growth. A thriving economy translated into rising corporate profits and thus higher share prices. But anyone who has watched the past thirty years closely senses a growing friction with this old wisdom.

With the euro expected to strengthen further, portfolio strategies are increasingly being shaped by how much, not whether, to hedge U.S. exposures.

European insurers face stricter guidance on AI governance after EIOPA issued its landmark Opinion, with major implications for investment managers’ due diligence and compliance strategies, writes Dorothee Ciolino at Norton Rose Fulbright.

Tokenized funds will overtake traditional structures within five years, says Keyrock CEO Kevin de Patoul, citing cheaper, transparent, inevitable on-chain vehicles.

The Federal Reserve last week cut interest rates from 4.25–4.50 percent to 4.00–4.25 percent and will lower rates further at the remaining meetings of the FOMC, the Fed’s policy body. This comes even as financial conditions have already improved and there is still an extraordinary amount of liquidity on the sidelines.

ING Luxembourg has signed a referral agreement with Post Luxembourg to provide an alternative for its 4,500 business banking clients as the Dutch lender accelerates its exit from services for local SMEs, self-employed professionals and entrepreneurs.

Degroof Petercam sees many new opportunities for international cooperation following its takeover by the French Indosuez, said CEO Sylvie Huret in an interview with Investment Officer. Not only within Indosuez, but in the wider ecosystem of parent group Crédit Agricole, which also includes fund giant Amundi.