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Asset Manager

Chart of the week: Mar-a-Lago: pressure, predicament, and drama

Submitted by jip.schoon@inv… on Mon, 12 May 2025 - 06:00
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President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the Mar-a-Lago Accord in the history books, securing the hegemony of the US dollar. But for now, it remains something Trump can only dream about.

Morningstar: Impax vs. Pictet in ecology funds

Submitted by jip.schoon@inv… on Fri, 09 May 2025 - 06:01
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Sustainable investing has been under pressure for some time, not least due to the policies of U.S. President Donald Trump. This shift in sentiment has also hit ecology funds hard.

Tears in Omaha

Submitted by raymond.frenke… on Thu, 08 May 2025 - 06:01
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Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their last meeting with Warren Buffett last weekend.

The true strength of Buffett: loyalty to a simple strategy

Submitted by jip.schoon@inv… on Wed, 07 May 2025 - 06:01
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Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.

Bigger isn’t always better in asset management

Submitted by raymond.frenke… on Mon, 12 May 2025 - 06:02
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Morningstar finds asset managers growing organically deliver better outcomes than those pursuing mergers. Scale alone rarely benefits investors or fund performance.

Transfers: S&S, Clifford Chance, Carmignac, NBIM, Fasanara

Submitted by raymond.frenke… on Thu, 08 May 2025 - 06:00
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This week’s overview includes updates from Simmons & Simmons, Clifford Chance, Carmignac, Northern Trust, and NBIM.

Investing is a game of mistakes

Submitted by jip.schoon@inv… on Tue, 06 May 2025 - 06:00
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Investing is a game of mistakes; the one who makes the fewest mistakes wins. In that sense, investing has more in common with soccer than one might initially think. And that’s exactly what made Johan Cruyff so uniquely suited to share his genius—with insights both on and off the field—with investors.

Berlin’s reform agenda on shaky ground after failed chancellor vote

Submitted by raymond.frenke… on Wed, 07 May 2025 - 06:02
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Friedrich Merz’s failure to secure a Bundestag majority has shaken Berlin’s political establishment and cast serious doubt over the ambitious economic reform agenda promised by Germany’s new coalition government.

Salary indexation will kill our fund industry

Submitted by raymond.frenke… on Wed, 07 May 2025 - 06:00
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The latest automatic salary hike in Luxembourg landed on Workers’ Day. Cheers all around, but will rising costs hurt the fund industry?

As banking grows more complex, ABBL pleads for structural reform

Submitted by jip.schoon@inv… on Tue, 06 May 2025 - 06:02
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With mounting pressure on housing, cybersecurity, and talent retention in an increasingly complex banking landscape, Luxembourg’s bankers are calling for a policy reset.

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