Markets tolerate French paralysis as long as yields stay high
France’s government is adrift after Bayrou’s resignation, yet its bonds still draw buyers. Investors point to global tailwinds and deep liquidity, but warn that if sentiment turns, France could be hit harder than its peers.
Robinhood set to hack Europe’s equity rulebook using MiCA
Robinhood, the Silicon Valley-based brokerage known for disrupting Wall Street with zero-commission trading and meme-stock mania, is making a bold play for Europe. Its strategy? Rewire equity markets using blockchain.
Alto! Amundi casts a European spell on Aladdin
Amundi COO Guillaume Lesage, in an interview, reveals how Alto is trying to break Aladdin’s spell, offering a European SaaS alternative in portfolio management tech.
AI infrastructure spending boom raises questions on valuations
Artificial intelligence is still at the beginning of its growth curve, but both the infrastructure and the valuations behind the boom show signs of strain. For investors, the opportunity is undeniable, yet so are the risks.
Transfers: Bjoern Jesch swaps DWS for Allianz Global Investors
This week’s overview of people transfers and appointments includes updates from Allianz Global Investors, A&O Shearman, State Street, Titanbay, and other firms.
US carve-out deepens Pillar Two complexity
A deal struck at the G7 summit in June has given American multinationals a way around rules billed as a milestone in the global fight against corporate tax avoidance.
Luxembourg watchdog questions credibility of early CSRD reporting
Luxembourg’s financial regulator has warned that companies’ first attempts at sustainability reporting under EU rules risk overstating green progress, citing inconsistent practices and weak transparency.
Clone of Italian coffee icon enters global orbit via Luxembourg
An Italian icon is quietly being reshaped through Luxembourg, as Bialetti’s future comes under the influence of global family capital.
Strong inflows mask tensions in Europe’s fund landscape
Strong inflows at Amundi, Natixis, DWS and Allianz show investors’ appetite for income strategies. But equity outflows and margin pressure reveal an industry split between volume growth and conviction.
Henk van Eldik: ‘Luxembourg is at its best when it’s informal’
Henk van Eldik has lived and worked in Luxembourg for decades. As an expert on the funds industry, he sees how the Grand Duchy continues to evolve as an innovative European investment center.