Carmignac’s flagship fund stages a comeback, without the crowd
After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of recovery.
Dutch pension funds are rethinking government bonds
Dutch pension funds are rethinking government bonds, sparking a shift that could ripple through eurozone yields and global fixed income portfolios.
WTax: The hidden cost of extra time
Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results than relying on default timelines, writes Reuben John at WTax. Acting early allows investors put recovered cash to work sooner.
Luxembourg lays foundation for a digital sovereign debt strategy
Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital treasury certificates based on blockchain technology.
‘Modest’ JP Morgan active ETF climbs to top of European charts
JP Morgan Asset Management’s actively managed U.S. equity ETF is now the largest of its kind in Europe—and the most widely held active fund in fund-of-funds portfolios. How did it get there? Not by bold bets, says portfolio manager Piera Elisa Grassi, but precisely by avoiding them.
Chart of the week: The Next Catalyst
Now that several major trade deals—however skewed and ambiguous—have been announced, markets are left searching for the next catalyst to keep the bull market alive. One likely candidate can be found in some rented office space in Washington.
Transfers: Aon, Allianz, Mimco, and SnapSwap
This week’s overview of senior appointments and leadership changes includes updates from Aon France, Allianz Benelux, Mimco Capital, and SnapSwap.
Luxembourg’s new carry tax regime reflects global ambitions
A new tax regime, set to take effect in 2026, has been designed to update how carried interest is treated for managers involved in alternative investment funds and private markets. The proposed law reflects Luxembourg’s ambitions as a global private market player.
EU promises big, hoping Trump doesn’t read the fine print
On Sunday, Brussels bowed to demands from across the Atlantic. Some call it a strategic blunder. Others say it’s a clever bluff.
‘The 24/7 trading trend is becoming increasingly inevitable’
European stock exchanges are edging closer to 24-hour equity trading, but cautiously and unevenly.