Greece: Economic comeback? Or just a stimulus illusion?
Greece is booming again, but is the recovery real or just stimulus-driven? Han de Jong examines the economic fundamentals.
Morningstar: Winton vs AQR in trend-following strategies
Trend-following strategies, also known as managed futures, have historically performed well during periods of strong market movements.
Blended finance gains momentum in Belgian market
Belgium’s impact investing sector has plenty of untapped potential, says Pierre Harkay, CEO of Impact Finance Belgium.
Morningstar: Allianz vs JP Morgan in multi-asset income funds
Allianz GI and JP Morgan AM take different paths to multi-asset income: one prioritises yield, the other favours balance. Morningstar compares their approach.
ESG funds increasing exposure to defense, data confirms
ESG investment funds in Europe have sharply increased their exposure to defense stocks, according to new Morningstar data that offers the most comprehensive look yet at how sustainable finance is responding to geopolitical pressure.
Déjà vu: from Internet revolution to AI revolution
Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and Fed policy.
Border no longer defines Luxembourg’s financial workforce
Long reliant on cross-border labor from Belgium, Germany, and especially France, Luxembourg’s financial sector has reached a demographic milestone.
Transfers: Alter Domus, State Street, Ogier, Arendt, Citi, Triodos
This week’s overview of people transfers and appointments includes updates from Alter Domus, State Street, Ogier, Arendt, Citi Securities Services, Triodos Bank and Utmost Group.
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.