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.
Jan Longeval: ‘Turbulence in the Japanese bond market’
Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the bond vigilantes have run wild. But there is also unrest in the Japanese bond market—and perhaps that should worry us even more.
Cyclical sectors benefit most from artificial intelligence
The development of artificial intelligence (AI) is set to transform many industries. In addition to the software sector, heavy industry and mining may be among the biggest winners, according to experts.
Investing in defense and ESG: three perspectives, no consensus
It’s a question that concerns every asset manager: to what extent are defense and weapons stocks compatible with the sustainable principles of ESG? A joint report by the labeling organizations Forum Ethibel (Belgium) and LuxFLAG (Luxembourg) doesn’t provide a definitive answer but does outline the many dilemmas involved.
The underestimation of artificial intelligence
Artificial intelligence continues to be underestimated—both in terms of its scale and the speed of its adoption. We’ve seen this story before. Each time, revolutionary technologies were massively underestimated by analysts, investors, and even the most optimistic visionaries. The same is happening now with artificial intelligence, but at a pace that puts all previous technological revolutions in the shade.
Morningstar: Baillie Gifford versus GQG Capital in growth stocks
Global equity investors faced a challenging first half of the year. An optimistic start quickly gave way to turmoil as President Trump’s trade war and escalating geopolitical tensions unsettled markets.
Without a real banking union, EU’s investment union is a mirage
The EU’s plan for a Savings and Investment Union risks falling flat unless it completes the banking union first, warns Amundi’s Mahmood Pradhan.
Chart of the week: one big beautiful lie
It’s done. With the deciding vote cast—no less—by Vice President J.D. Vance, the “One Big Beautiful Bill” passed in the US Senate. Yet another piece of evidence that bond investors stubbornly refuse to acknowledge: their asset class is becoming obsolete.
Alto! Amundi casts a European spell on Aladdin
Amundi COO Guillaume Lesage, in an interview, reveals how Alto is trying to break Aladdin’s spell, offering a European SaaS alternative in portfolio management tech.
Hind El Gaidi named LPEA president, succeeding Mansfeldt
Hind El Gaidi, head of Luxembourg at ICG, has been appointed president of the Luxembourg Private Equity and Venture Capital Association (LPEA).