Asset Manager

Some periodic reports and studies are more informative and enjoyable than others. As far as I’m concerned, you can skip the obligatory and meaningless outlooks for the coming calendar year. I prefer to look at what investors are actually doing, rather than the usual December round-up, much of which is already outdated before the new year even begins.

The combination of artificial intelligence, impending regulation, and shifting market dynamics is shaking up the traditionally opaque sector of ESG data providers.

New evergreen fund for Dutch private clients launched as cooperative, not as RAIF or Eltif.

Southern Europe is rapidly emerging as a serious contender for global wealth, as high-net-worth individuals from the United States increasingly explore residency-lined investment options.

Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of its triple-A status. Old news, then? I wouldn’t go that far, given the timing of the decision. While not much may appear to be happening on the surface, policymakers, central banks, and politicians are working overtime behind the scenes.

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.

Wealth managers enjoy exceptionally high levels of client satisfaction worldwide, yet nearly one-third of those clients are considering switching providers in the coming years. More specialized service providers are emerging as the preferred alternative.

Degroof Petercam Asset Services (DPAS), a key service provider to Luxembourg’s fund industry, will change its name on 1 June. The rebranding follows the acquisition of Belgian financial group Degroof Petercam by the French firm Indosuez, part of Crédit Agricole.

Nassim Taleb explains why averages, correlations, and diversification fail investors—and why modern portfolio theory dangerously misrepresents real financial risk.

ABN Amro is raising the entry threshold for private banking in the Netherlands from 500,000 to 1 million euros as of 1 June. In Belgium, the Dutch bank is rebranding its private banking arm under the MeesPierson label, part of a broader ambition to become a top-three player in the four countries where it offers wealth services: the Netherlands, Belgium, France, and Germany.