Asset Owner

ESMA has asked the European Commission to clarify Eltif 2.0 implementation rules, as inconsistent supervision across member states risks delaying investor access to semi-liquid private market funds.

Fannie Wurtz from Amundi Asset Management, notes that a striking number of Asian investors are channeling their savings into European funds. The French executive is also optimistic about the sector’s long-term prospects. “Several megatrends are driving the European market.”

European banks are in solid financial shape, and interest income is exceeding expectations. Still, bank analysts are raising eyebrows at the sector’s sharp rally.

Final clarity at last? Luxembourg ends long-running VAT saga on directors’ fees with new guidance and refund framework in Circular 781-2.

Blackrock has been working for “years” on launching a European bitcoin ETP. The asset manager officially introduced it this Tuesday morning on the Dutch, German, and French exchanges.

Luxembourg’s Raif market shows resilience in 2024, but Investment Officer’s data analysis shows slowing sub-fund launches, revealing growing caution in alternative fund markets.

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer. While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown downturn materializes, bond yields are unlikely to fall significantly.

The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation.

“Active management is back.” That was the message from Philippe Setbon, CEO of Natixis Investment Managers, at the firm’s Thought Leadership Summit in Paris on Thursday.

Can the U.S. dollar maintain its status as a global reserve currency? And what happens when that status starts to waver?