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.
Bleak half-year: private equity hits its limits
Far fewer deals, much less fresh capital: private equity managers have had a particularly hard time in recent months. A shake-out seems likely, specialists believe. The sector has run into its limits.
Transfers: Partners Group, PWC, Bankers Trust, FNZ
This week’s international overview of people transfers and appointments includes updates from Partners Group, PWC Luxembourg and the Bankers Investment Trust.
Work ennobles (less and less)
What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies? It is important to distinguish between the short and the long term.
WTax: Clearer tax reclaim timelines mean smarter planning
Withholding tax reclaims are often slowed by factors outside an investor’s control. Yet, understanding when refunds should arrive is a severely underused investment tool for improving financial planning and control.
While the eurozone sinks, the orchestra plays in Frankfurt
At the Weseler Werft, a green strip along the river Main in Frankfurt with a view of the European Central Bank (ECB) headquarters, the music of Strauss, Mendelssohn, and Liszt rang out on August 21. The ECB sponsored the Europa Open Air concert to celebrate European diversity.
Morningstar: Dimensional versus Neuberger Berman in US smallcaps
Historically, US smallcaps have outperformed their European peers, with a difference of about 1.5 percent to 2.5 percent over 5-, 10- and 15-year periods, depending on the timeframe. In the first seven months of 2025, however, the situation has been reversed.
Family officers often willing to take bigger risks than their clients
Family officers serving wealthy Belgian families often prove more willing to take risks than their clients. Aligning perspectives usually requires careful techniques, according to research by Sam Bossuyt at Ghent University.
Transfers: Bjoern Jesch swaps DWS for Allianz Global Investors
This week’s overview of people transfers and appointments includes updates from Allianz Global Investors, A&O Shearman, State Street, Titanbay, and other firms.
The vision of Masayoshi Son
In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John Chambers titled The internetworking takes off. At that point, there was absolutely no sign of a dot-com hype, though Alan Greenspan thought otherwise in his irrational exuberance speech of December 1996.