In a tense Fixed Income market, where are the opportunities still to be found?
After several years marked by significant rate volatility, the environment is becoming more readable. However, while inflation has stabilized, certain external factors could influence the monetary trajectory.
Clarity around ‘Sanaenomics’ makes Japan investable again
Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more, even though the policy rate, at 0.75 percent, stands at its highest level in thirty years. The panic surrounding the unwinding of the yen carry trade, which caused global turmoil two years ago, now appears to have definitively faded into the background.
Xtrackers push DWS assets under management above 1,000 billion euro
The Exchange Traded Funds (ETFs) of DWS are making a significant contribution to the growth of the German asset manager. The assets under management of the firm, in which Deutsche Bank holds an 80 percent stake, increased in 2025 by 73 billion euro to the record sum of 1,085 billion euro. Two thirds of the inflow of 51 billion euro was driven by demand for the in-house Xtrackers ETFs.
The wind of change for equity investors
Over the past decade, ESG has moved from the periphery to the mainstream. Luc Plouvier, senior portfolio manager for our Global Dividend strategy explains that the tide has turned.
Why the ‘free’ ETF will not reach Europe
The European ETF market grew in January by a record 46.9 billion euro. In the shadow of that growth, a price war is taking place: mainstream ETFs are now being offered with an expense ratio of 0.03 percent. Will Europe soon welcome the “free” ETF, as in the US?
BLI - Banque de Luxembourg Investments launches new website
Luxembourg-based asset manager BLI - Banque de Luxembourg Investments has completely revamped its website. The extensive project was initiated around two years ago and was overseen by a core team of four.
The growing gap between earnings calls and stock prices in private credit
The already downward-trending stock prices of major US private credit firms took another hit this month amid the markdown of the software sector and concerns about AI. While executives are trying to contain those concerns, analysts say market participants may already be pricing in risks that could affect clients later.
ETF Snapshot: A record month to kick off the new year
Strong start to 2026: January posted record net inflows, lifting EMEA ETF AUM to US$3.38tn. Value rotation continues with steady interest in non‑US exposures. Two new launches: EUR AT1 CoCo Bonds and Nasdaq‑100 Income Advantage ETFs.
Patchwork quilt of European taxes on wealth expands
With the Dutch House of Representatives (Tweede Kamerlid) passing the Actual Return Box 3 Act last week, the Netherlands will introduce “paper gains” as a basis for taxation starting in 2028. That is entirely unique in Europe. The patchwork of solutions Europe has devised for this tax will therefore gain a new addition.
Time to rethink Dividend investing?
As interest rates stabilise and traditional sources of income come under pressure, dividend investing is quietly regaining relevance.