Asset Allocation

Amundi, Europe’s biggest asset manager, is calling on investors to reassess their global asset allocation in light of deep structural changes in the world economy, with its top investment leaders highlighting Europe’s growing role as a safe and opportunity-rich destination.

Quintet Private Bank on Wednesday announced a new offering that enables its discretionary clients across the Benelux to access private market investments through European long-term investment funds (Eltifs).

Quintet Private Bank is increasing its exposure to Japanese equities as part of its global strategy for the second half of 2025.

ING plans to begin offering one or more Eltif funds for private banking clients in the Netherlands and Belgium before the end of 2025.

At its London media summit, J.P. Morgan Asset Management underlined Europe’s bright prospects and stressed the renewed case for active management.

Friedrich Merz’s failure to secure a Bundestag majority has shaken Berlin’s political establishment and cast serious doubt over the ambitious economic reform agenda promised by Germany’s new coalition government.

European investors face steep losses as a falling dollar and surging euro squeeze returns on unhedged US assets, raising new questions about strategic currency exposure.

European fund managers pulled in 161 billion euros in the first quarter of 2025, led by Blackrock and a surge in passive strategies.

ESG hasn’t disappeared. It is simply speaking a different language.

European banks are scaling back commercial real estate lending on the back of tighter capital requirements under the ‘Basel III’ rules. The retreat has opened the door for private credit funds to move deeper into property finance.