Asset Owner

“Automation must not strip the soul out of asset management: artificial intelligence should support compliance, not replace human expertise,” said Luke Varley, general counsel at Park Square Capital LLP, during last week’s Alfi conference Synergies for Asset Management in London.

Legislation proposed by Luxembourg in October to enhance the regulatory framework for alternative investment funds and UCITS aims to provide greater flexibility and clarity. The Netherlands, meanwhile, is working on the implementation of AIFMD II.

Triodos Investment Management is betting that nature-based solutions, still a niche segment, will mature into a full-fledged asset class within the next decade.

Asian investors are turning to Luxembourg as their preferred gateway to global private markets. The flows are quiet but transformative.

Driven by steadily declining yields and increasingly strict capital requirements, Dutch, Belgian, French, and German insurers have in recent years largely divested from government bonds. The freed-up capital has mainly been invested in corporate bonds and private debt.

The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s balance sheet. If you think that balance sheet has slimmed down significantly after three years of quantitative tightening, you’re mistaken. Moreover, Powell is putting himself in an impossible position once again by lowering interest rates at the same time.

Emerging-markets hard currency bonds have delivered positive returns for USD investors in every quarter of 2025. However, European-based investors faced negative returns in the first half of the year due to a stronger euro.

The world’s number one US growth manager, according to Citywire’s manager rankings, says fundamentals still rule, even as bubble talk grows louder. He’d rather put his trust in God.

Not only this year are bonds from emerging markets an attractive alternative to the volatile debt of developed economies. European asset managers are seeing a structural shift in the financial policies of these countries. Amundi has even recently merged its emerging markets and developed markets teams.

Artificial intelligence has unleashed an energy race across big tech, one investors can no longer ignore.