Vanguard’s Joe Davis: Treasury will top 7 percent this decade
There’s an 82 percent chance the 10-year Treasury yield will exceed 7 percent before the end of the decade, according to Joe Davis, global chief economist at Vanguard. The odds of yields topping 9 percent? One in five.
Private equity advisors reject ‘Ponzi’ label on continuation funds
Continuation funds face mounting criticism over self-dealing and inflated valuations. Private equity specialists however see reality as more nuanced.
Trump puts Luxembourg funds on edge with ‘Section 899’ tax threat
Dividend investors are bracing for potential fallout from Section 899, a provision in Donald Trump’s proposed One Big, Beautiful Bill Act that could sharply raise US withholding taxes on dividends and interest income.
Private equity needs its Bauhaus moment
Simplifying workflows through smart design and automation can cut costs and future-proof private asset management in a shifting investor landscape.
Second opinions become strategic tool for asset managers
External portfolio reviews are becoming a core strategic tool for wealth managers navigating volatile markets. For firms like Natixis Investment Managers, Blackrock, and Morgan Stanley, these second opinions deepen client engagement and sharpen their competitive edge.
Dull dividend stocks are making a comeback
The underweighting of expensive U.S. growth stocks is playing into the hands of dividend strategies. Investors are once again showing interest in boring companies with stable dividends.
Record number new ETFs flood the market
In the first four months of this year, a record number of new ETFs entered the market, with active index funds being particularly popular. “All active asset managers in Europe will switch to ETFs within the next ten years.”
Dutch cooperative offers alternative to Luxembourg fund toolbox
New evergreen fund for Dutch private clients launched as cooperative, not as RAIF or Eltif.
For Nassim Taleb, averages are utterly meaningless
Nassim Taleb explains why averages, correlations, and diversification fail investors—and why modern portfolio theory dangerously misrepresents real financial risk.
ING to offer Eltifs to Dutch, Belgian clients by year-end
ING plans to begin offering one or more Eltif funds for private banking clients in the Netherlands and Belgium before the end of 2025.