Dora sparks ICT shakeout as firms cut non-compliant providers
More than a quarter of financial institutions across Europe plan to terminate at least one ICT service provider this year due to non-compliance with the Digital Operational Resilience Act (Dora), according to a new survey by PwC Luxembourg.
WTax: Taiwan extends reclaim window, opportunity for investors
Investors may believe their withholding tax (WHT) obligations are fully addressed. However, in practice, standard recovery approaches often concentrate on jurisdictions with more straightforward procedures, potentially overlooking opportunities in regions with more complex requirements.
Eurozone expands, but major concerns remain
Falling inflation and the European Central Bank’s (ECB) conviction that price increases will stabilize around two percent annually in the long run made it possible for Frankfurt to announce another rate cut earlier this month. With this move, the policy rate has now been more than halved compared to the summer of 2024. The ECB seems to be casting out the interest rate anchor and allowing itself to drift for a while.
Morningstar: Fidelity Global Dividend versus Trojan Global Income
The first half of the 2025 market year was turbulent. Investors quickly turned away from their optimism surrounding a second term for Donald Trump once his erratic and impulsive leadership came back into focus. That memory immediately stirred nervousness and uncertainty across equity markets.
Big is beautiful: large funds take over the European Ucits market
A quiet power shift is underway in the European fund industry. Investors are increasingly gravitating towards larger Ucits vehicles, favouring scale, simplicity and cost-efficiency over specialisation and boutique appeal.
US private debt: silent engine of growth and warning signal for global investors
While Europe continues to attract investors seeking attractive valuations and macroeconomic stability, M&G sees a fundamental shift occurring in the US capital markets: 75 percent of credit growth is now taking place through the private market—a structural transformation that is only accelerating.
Columbia Threadneedle to launch Irish active ETFs, managed from Luxembourg
Columbia Threadneedle Investments is preparing to launch a new range of Irish-domiciled active ETFs, but unlike many of its peers, the firm will oversee these funds from Luxembourg, not Dublin.
Transfers: Micaela Forelli named Efama vice-president
This week’s overview of appointments and people transfers includes updates from European fund and asset management association Efama, EY Luxembourg, LuxReal, and Sygnum Bank.
The dollar no longer rules: US fund houses warn of structural shift
With traditional market dynamics breaking down and foreign holdings of U.S. assets at record highs, US fund houses Doubleline Capital and Pimco both warn that investors can no longer rely on the old dollar playbook.
Universal Investment: analysis shows that times for investors are volatile
2025 had barely begun when the euphoria of the previous year was gone for good. Geopolitical tensions, economic concerns and political conflicts dominate the financial markets—even if the stock markets have calmed down a little (at least for the time being) since the turbulent beginning of April. Super ManCo Universal Investment’s analysis shows how institutional investors are trying to cope with the new environment and which trends are evolving in their portfolios.