EU’s big talk on investments union still raises many questions
The European Commission has set out yet another grand vision for Europe’s capital markets. Behind the lofty rhetoric, the plan leaves a familiar set of unresolved questions.
Chart of the week: call that dumb!
Investing is rarely straightforward. And with an unpredictable individual at the helm of the world’s most influential country, it certainly doesn’t get any easier. However, to consistently dismiss the man as ‘dumb’ as a coping strategy is far too simplistic. You can say many (unpleasant) things about Donald Trump, but ‘dumb’ is not necessarily one of them.
Luxembourg unveils new sustainable finance strategy
The Luxembourg Sustainable Finance Initiative (LSFI) has launched its Luxembourg Sustainable Finance Strategy 2030, outlining its vision for advancing sustainable finance in the country over the next five years.
Morningstar: Capital Group versus BlackRock in Mixed Funds USD Neutral
Allocation funds have fallen out of favour with investors since their weak performance in 2022, and in 2023, the classic equity-bond mix portfolio was even declared dead in some quarters. This proved premature, as these portfolios have performed well in recent years.
Transfers: Deborah Zurkow announces retirement from AllianzGI
This week’s transfers and people news comes from Allianz Global Investors, Invesco, Value & Risk, and Banco Bradesco Europa.
Marochini to lead Standard Chartered’s Luxembourg entity
Standard Chartered has launched a new entity in Luxembourg to serve as its European regulatory base for digital asset custody, appointing industry veteran Laurent Marochini as its CEO.
Stock exchanges face scrutiny over soaring data fees
European stock exchanges are becoming increasingly reliant on selling market data to offset declining trading revenues, a trend that industry experts warn could hinder market growth and innovation.
Active ETFs: A gimmick or a proven alpha play?
Despite scepticism, JPMorgan dominates Europe’s active ETF market, proving that alpha is possible—leaving rivals trailing as investors seek outperformance in a booming yet contested space.
The next Microsoft
Time and again, the arrival of new technology is underestimated, while the latest technological advancements are adopted at an ever-increasing pace. This makes investing in new technology attractive, as both its profit potential and profit growth are often undervalued.
The European Central… What exactly? A ‘bank’ in name only
The ECB drifts from its core mission, embracing politics over monetary policy—what does this mean for Europe’s future? Edin Mujagić breaks it down.