Asset Allocation

The problem with private credit is not that it might blow up the financial system. It’s that it might just not be a very good investment.

Bhavneet Ahluwalia, investment specialist at M&G, says value investing in Europe is reasserting itself in a changing global landscape.

As active ETFs grow beyond niche status, some of the last traditionally active managers, including Columbia Threadneedle and M&G, are entering the European market with strategies that blend research conviction and daily oversight.

Triodos Investment Management is betting that nature-based solutions, still a niche segment, will mature into a full-fledged asset class within the next decade.

Artificial intelligence has unleashed an energy race across big tech, one investors can no longer ignore.

Despite growing awareness, nature remains a hard sell for investors.

French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned just hours after unveiling his cabinet. The selloff in equities and widening OAT–Bund spreads reinforced what economists and strategists describe as a new normal: a volatile, fragmented France where politics, not policy, drives market sentiment.

Luxembourg’s private debt market has been flourishing. But products that can pose systemic risks, difficulties with valuation, and potential misunderstandings of the risks involved in the market are issues lurking in the shadows.

Open defiance from Stephen Miran underscores political tensions at the Fed, though markets still expect gradual easing.

At ALFI’s private assets conference in Kirchberg, policymakers and asset managers championed private markets as vital for Europe’s growth and as a bridge for retail investors through ELTIFs. Yet speakers also warned that education gaps, transparency issues, and regulatory hurdles could constrain the sector’s ambitions.