Asset Manager

Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their last meeting with Warren Buffett last weekend.

Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.

Morningstar finds asset managers growing organically deliver better outcomes than those pursuing mergers. Scale alone rarely benefits investors or fund performance.

This week’s overview includes updates from Simmons & Simmons, Clifford Chance, Carmignac, Northern Trust, and NBIM.

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.

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.

The latest automatic salary hike in Luxembourg landed on Workers’ Day. Cheers all around, but will rising costs hurt the fund industry?

With mounting pressure on housing, cybersecurity, and talent retention in an increasingly complex banking landscape, Luxembourg’s bankers are calling for a policy reset.

European investors face steep losses as a falling dollar and surging euro squeeze returns on unhedged US assets, raising new questions about strategic currency exposure.

I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and clichés. Just last week, another firm once again refused to honor a client’s strong desire to expand their limited mix of just two asset classes. For tactical reasons, I’ll refrain from sharing the usual fallacies used to justify this.