Asset Owner

One fascinating espionage technique during the Cold War was the “sleeper mole.” These were Soviet agents who operated inconspicuously in the West for years—sometimes even decades—awaiting activation. To avoid being recognized as communists, these moles had to cultivate the opposite image. In the eyes of Soviet strategists, the perfect cover? An extreme capitalist: someone who lines his house with gold, plasters his name in gold letters on buildings, and constantly boasts about wealth and success.

After more than thirty years of falling rates, globalization and passive dominance, a new era is forcing investors to rethink the rules.

Despite a US backlash, Luxembourg champions still sustainable investing through institutional support, regulatory debate, and industrial innovation.

President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the Mar-a-Lago Accord in the history books, securing the hegemony of the US dollar. But for now, it remains something Trump can only dream about.

Sustainable investing has been under pressure for some time, not least due to the policies of U.S. President Donald Trump. This shift in sentiment has also hit ecology funds hard.

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.