Quintet, Pictet, Artemis see European equities as back in vogue
European equities are getting more interesting, say asset management and private banking experts at Quintet, Pictet and Artemis Investment Management.
Chart of the week: the unfair fight of stablecoins
The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the term stability assessment, you would expect the focus to be mainly on risks, but even then the ECB’s approach is striking. The unapologetic desire to favor the traditional banking sector is more than telling.
Morningstar: Vanguard vs Dimensional in 60/40 funds
The classic 60/40 investment strategy is still alive and well, though its merits have been a matter of debate in recent years.
Luxembourg money market fund becomes Amundi’s first DLT fund
Amundi on Thursday announced that it has launched its first tokenized share class, marking a step into blockchain-enabled fund distribution for Europe’s largest asset manager.
Arendt sells majority stake in AIS to Blackfin in $500 mln deal
Blackfin Capital Partners will become the majority shareholder of Arendt Investor Services in a deal valued at 500 million dollars that is aimed at accelerating the Luxembourg firm’s growth across Europe.
Transfers: Schroders, DNCA, Loomis Sayles, Edmond de Rothschild AM
Our weekly coverage of people moves.
The Passive Paradox: how index funds distort the market and harm investors
For decades, we have embraced the rise of passive investing (hammock investing) as the ultimate democratization of the financial markets. The gospel of low costs, broad diversification, and market returns seemed infallible. But while passive assets under management have climbed to astronomical levels, a wave of critical academic research reveals a troubling paradox: the instrument designed to help investors may be structurally distorting the market and ultimately diminishing their wealth.
Schengen’s lessons for global fund distribution
Fund passports were built on the same vision that shaped the Schengen Zone: shared trust and borderless movement. Luxembourg remains at the center of that idea.
How Brussels regulated sustainability to death
It was a master plan. The Sustainable Finance Disclosure Regulation was supposed to send massive private capital flows into green investments, finance the Green Deal, and allow Europe to set an example for the rest of the world. Not a nonbinding directive, but an ambitious framework meant to discipline the financial sector and crush greenwashing.
KPMG enlists Allvue to speed tech adoption in alternatives
Miami-based Allvue Systems said Tuesday it will form a strategic partnership with KPMG Luxembourg to support all client implementation work across Europe, a move aimed at helping global asset managers navigate Luxembourg’s increasingly complex fund landscape.