Asset Owner

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

After years of underperformance, European equities are finally stepping out of the shadow of their U.S. counterparts in 2025. Investors began the year skeptical about Europe, but sentiment shifted—thanks in part to a German proposal to invest heavily in infrastructure and defense.

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

Standardized tax recovery processes often miss non-routine events, such as spin-offs. The Vivendi case highlights why fund managers should actively review all forms of cross-border withholding tax exposure.

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.