Esma faces uphill battle to emerge as European SEC
In an interview with Investment Officer, Esma chair Verena Ross outlined her vision and the significant challenges ahead as the regulatory body aims to become Europe’s equivalent to the US SEC.
Bigger isn’t always better in asset management
Morningstar finds asset managers growing organically deliver better outcomes than those pursuing mergers. Scale alone rarely benefits investors or fund performance.
Berlin’s reform agenda on shaky ground after failed chancellor vote
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.
ESG investing retreats in language, not in portfolios
ESG hasn’t disappeared. It is simply speaking a different language.
Private credit rises as banks retreat from real estate lending
European banks are scaling back commercial real estate lending on the back of tighter capital requirements under the ‘Basel III’ rules. The retreat has opened the door for private credit funds to move deeper into property finance.
Art insurance rises on radar of wealth advisors
Art insurance is gaining traction in Belgium as discretionary collectors increasingly prioritise professional protection, clear provenance and fiscal transparency.
Loomis Sayles’ Lynda Schweitzer still backs duration
Even after a turbulent few weeks in bond markets, Lynda Schweitzer remains committed to a duration-based strategy in fixed income.
AI helpt obligatiebeleggers liquiditeit te voorspellen
Kunstmatige intelligentie staat op het punt een doorbraak te forceren in de wereld van vastrentende waarden. Dankzij nieuwe AI-tools kunnen beleggers de liquiditeit op de obligatiemarkt beter begrijpen én voorspellen. Voor actieve beheerders en institutionele beleggers die snel willen schakelen kan dat van groot belang zijn.
AI brings new clarity to bond market liquidity forecasting
Artificial intelligence is fast becoming a game-changer in fixed-income investing, offering powerful new tools to understand and forecast bond market liquidity, an essential metric for active bond managers and institutional investors.
Market stress puts classic stock-bond correlation to the test
For many asset owners with balanced portfolios, U.S. Treasuries have long provided protection against equity downturns. But a sharp rise in bond market volatility suggests that assumption may no longer hold.