Asset Manager

In a year marked by political divergence on climate, Morningstar compares two Article 8 high-yield bond funds navigating Europe’s evolving ESG landscape: Abrdn Euro High Yield and Columbia Threadneedle European High Yield.

Strong inflows at Amundi, Natixis, DWS and Allianz show investors’ appetite for income strategies. But equity outflows and margin pressure reveal an industry split between volume growth and conviction.

A September rate cut now carries a 93 percent probability, according to CME’s FedWatch. The country’s largest banks, meanwhile, can’t even agree on the year, let alone the month, as their strategists make the rounds on U.S. financial news.

Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.

Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.

This week’s overview of people transfers and appointments includes updates from Flow Traders and Blackrock.

Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto as speculative. The irony is hard to miss, but the real lesson is that so-called passive investing is becoming anything but passive.

Henk van Eldik has lived and worked in Luxembourg for decades. As an expert on the funds industry, he sees how the Grand Duchy continues to evolve as an innovative European investment center.

Northern Trust Asset Management has recently made a significant expansion to its quantitative investing team, prompting a shift in its approach.

Beta shows to what extent a portfolio moves in line with the market. But how well do investors really understand this relationship?