Supervisory gaps threaten cross-border access to private markets
ESMA has asked the European Commission to clarify Eltif 2.0 implementation rules, as inconsistent supervision across member states risks delaying investor access to semi-liquid private market funds.
Fannie Wurtz (Amundi): ‘Appetite for European stocks has increased significantly’
Fannie Wurtz from Amundi Asset Management, notes that a striking number of Asian investors are channeling their savings into European funds. The French executive is also optimistic about the sector’s long-term prospects. “Several megatrends are driving the European market.”
Analysts surprised by European bank rally
European banks are in solid financial shape, and interest income is exceeding expectations. Still, bank analysts are raising eyebrows at the sector’s sharp rally.
NRF: New circular issued to resolve the VAT saga on directors' fees
Final clarity at last? Luxembourg ends long-running VAT saga on directors’ fees with new guidance and refund framework in Circular 781-2.
After ‘years of work,’ Blackrock’s bitcoin-ETP has arrived
Blackrock has been working for “years” on launching a European bitcoin ETP. The asset manager officially introduced it this Tuesday morning on the Dutch, German, and French exchanges.
Raif growth continues, but signs of caution emerge
Luxembourg’s Raif market shows resilience in 2024, but Investment Officer’s data analysis shows slowing sub-fund launches, revealing growing caution in alternative fund markets.
The underestimation of artificial intelligence
The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation.
Chart of the week: is Dr. Copper still relevant?
Since the beginning of this year, the price of copper has risen by over 20 percent. So, Dr. Copper is telling us loud and clear that a recession isn’t coming. Right?
Benelux investors increasingly turning to private markets
Institutional investors in the Benelux region plan to allocate more capital to private markets this year.
Morningstar: Blackrock versus Polar in alternative energy stocks
For investors in alternative energy companies, the election of an American president whose slogan is “drill, baby, drill” was bad news. Since Donald Trump won the election on November 6 and became the 47th president of the United States, funds in the Morningstar Equity Sector Alternative Energy category have significantly underperformed global equities.