Esma faces uphill battle to emerge as European SEC
In an interview with Investment Officer, Esma chair Verena Ross outlined her vision and the significant challenges ahead as the regulatory body aims to become Europe’s equivalent to the US SEC.
Geneva Truce might not be enough to undo economic damage, investors say
Markets are celebrating the news that the United States and China have agreed on Monday to sharply reduce import duties for 90 days. Whether they’re right to do so is another matter.
Luxembourg holds the line on sustainable investing
Despite a US backlash, Luxembourg champions still sustainable investing through institutional support, regulatory debate, and industrial innovation.
Über-capitalist becomes communist
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.
Chart of the week: Mar-a-Lago: pressure, predicament, and drama
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.
Morningstar: Impax vs. Pictet in ecology funds
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.
Tears in Omaha
Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their last meeting with Warren Buffett last weekend.
The true strength of Buffett: loyalty to a simple strategy
Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.
Transfers: S&S, Clifford Chance, Carmignac, NBIM, Fasanara
This week’s overview includes updates from Simmons & Simmons, Clifford Chance, Carmignac, Northern Trust, and NBIM.
Investing is a game of mistakes
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.