Asset Owner

Allocation funds have fallen out of favour with investors since their weak performance in 2022, and in 2023, the classic equity-bond mix portfolio was even declared dead in some quarters. This proved premature, as these portfolios have performed well in recent years.

With global markets being shaken by Donald Trump, asset managers and strategists are advocating quality stocks and diversified portfolios, with a particular focus on European blue-chip stocks known as ‘Granolas’ to weather potential disruptions.

This week’s transfers and people news comes from Allianz Global Investors, Invesco, Value & Risk, and Banco Bradesco Europa.

Standard Chartered has launched a new entity in Luxembourg to serve as its European regulatory base for digital asset custody, appointing industry veteran Laurent Marochini as its CEO.

European stock exchanges are becoming increasingly reliant on selling market data to offset declining trading revenues, a trend that industry experts warn could hinder market growth and innovation.

Despite scepticism, JPMorgan dominates Europe’s active ETF market, proving that alpha is possible—leaving rivals trailing as investors seek outperformance in a booming yet contested space.

Luxembourg’s CSSF has issued its first SFDR compliance sanction, marking a shift to enforcement. Asset managers, take note—ESG disclosures must be accurate, clear, and aligned with investment policies, write Claire Guilbert and Cyril Clugnac at Norton Rose Fulbright.

Time and again, the arrival of new technology is underestimated, while the latest technological advancements are adopted at an ever-increasing pace. This makes investing in new technology attractive, as both its profit potential and profit growth are often undervalued.

The ECB drifts from its core mission, embracing politics over monetary policy—what does this mean for Europe’s future? Edin Mujagić breaks it down.

Wealth managers must accelerate their transformation or risk falling behind in an increasingly competitive industry. Sustainability has become a lesser priority, according to EY’s latest annual resolutions.