Washington is rewinding the clock on investor protection
Washington is rewinding the clock on investor protection. Under chair Paul Atkins, the U.S. Securities and Exchange Commission has rolled back a series of rules, scaled back enforcement and curtailed shareholder rights. According to former senior counsel Benjamin Schiffrin, who spent nearly two decades at the agency, the regulator is now siding more with Wall Street than with investors.
Morningstar: Blackrock vs Pimco in global diversified bond strategies
Over the 12 months to February 2026, the US dollar weakened by 12.6 percent against the euro, a move mirrored across several emerging-markets currencies, including the Brazilian real, South African rand, Mexican peso and Malaysian ringgit. This currency shift has pushed managers in the Morningstar Global Bond – Diversified category toward local-currency emerging-markets debt to capture both rate differentials and currency appreciation.
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.
The biggest threat to the euro is the ECB
On the eve of the recent meeting of EU leaders on how to make the European economy more innovative, more competitive, and less dependent on foreign countries, participants were sent a note from the European Central Bank (ECB). In it, the bank outlined what it considers desirable policy to achieve those goals.
Software selloff drives repricing in Europe’s loan markets
Artificial intelligence has unsettled software stocks for months. Now it is testing European credit markets and exposing fault lines in parts of private credit that were sold to investors as stable and uncorrelated. “If the software issue remains isolated, markets can cope. If it bleeds into the real economy, then all bets are off.”
Transfers: Utmost, JP Morgan, Jupiter, Bain, HQ Trust, Colliers
Utmost, a provider of insurance-based wealth solutions, has appointed Nicoletta Basso as branch manager of its Luxembourg branch. She previously served for more than 6 years at Utmost as tax and legal counsel for Italy, advising high net worth clients and business partners alongside the sales team.
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.
Chart of the week: if the euro falls
Since Trump’s reelection as president of the United States, the world has been on edge. Geopolitical tensions are dominating the markets, and the role of the dollar is once again under discussion. Still, I find it difficult to translate that into the idea that this is the moment for the euro to step out of the greenback’s shadow. There are simply too many loose ends.