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.
Morningstar: Montanaro versus Van Lanschot Kempen in European smallcap equities
In recent years, global equity markets have been driven by the performance of largecaps, particularly in the technology sector, leaving smallcaps behind. That was the case in 2024, for example, when the Morningstar Global TME Index gained 25 percent while the Morningstar Global Small TME Index managed only a 16 percent increase.
Dirk Coveliers: New rules for the Belgian securities account tax take effect
The Belgian Program Act of July 18, 2025 introduces several changes to the annual tax on securities accounts (JTER), also known as the securities tax. The law now provides for new anti-abuse rules and a reporting obligation for certain transactions.
Critics fear ‘disruption’ from private equity in 401(k)s
The US wants to open retirement savings plans to private equity, unlocking a new multi-trillion-dollar market for the sector. The White House calls it much-needed “democratization”; critics say it is a political favor that will leave savers worse off.
The finfluencer revolution is unstoppable
In the world of investment advice, a new player has emerged that leaves traditional analysts behind: the finfluencer. A recent study by Vaibhav Lalwani on financial YouTubers in India reveals fascinating insights into how these unregulated advisers influence markets. Insights that institutional investors cannot afford to ignore.
‘In extreme scenario silver could surge to 100 dollars’
After the sharp rise in the gold price, silver is also on the move. Specialists expect further gains, pointing to declining confidence in public finances and fiat money.
Private equity in a higher-for-longer world
As interest rates stay elevated, private equity firms must relearn how to create value, with Luxembourg once again in the engine room of global strategy.
The robot central banker
Jerome Powell is facing what may well be the most important speech of his career. This week, at the annual Jackson Hole symposium, the Federal Reserve chair must not only defend his policy, but also the very principle of central bank independence.
Clone of Italian coffee icon enters global orbit via Luxembourg
An Italian icon is quietly being reshaped through Luxembourg, as Bialetti’s future comes under the influence of global family capital.
Transfers: Flow Traders, Blackrock
This week’s overview of people transfers and appointments includes updates from Flow Traders and Blackrock.