Office REITs at historical high discount : structural shift or market mispricing?
Since the end of the Covid-19 pandemic, office Real Estate companies have continued to struggle on the stock market. They are underperforming the Eurozone Real Estate index across all sectors.
Quintet, Pictet, Artemis see European equities as back in vogue
European equities are getting more interesting, say asset management and private banking experts at Quintet, Pictet and Artemis Investment Management.
Private markets shift forces pension funds to scale up
At the World Pensions Conference in London, experts pointed to Australia and Canada as models Europe can no longer ignore when it comes to investing in private markets.
Chart of the week: the unfair fight of stablecoins
The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the term stability assessment, you would expect the focus to be mainly on risks, but even then the ECB’s approach is striking. The unapologetic desire to favor the traditional banking sector is more than telling.
Morningstar: Vanguard vs Dimensional in 60/40 funds
The classic 60/40 investment strategy is still alive and well, though its merits have been a matter of debate in recent years.
Polina’s Perspective: a journey to maturity – reflections from the window seat
Polina Kurdyavko reflects on the challenges and opportunities for emerging market countries.
A proven, systematic approach to active investing
Explore why systematic strategies are shaping the future of active investing and what it means for today’s market environment.
ETF Snapshot: Rate cuts and broken records
European ETFs hit record inflows, cash management gains traction, and investors look beyond US mega-cap tech for diversification. Explore the latest trends in our ETF Snapshot.
Luxembourg money market fund becomes Amundi’s first DLT fund
Amundi on Thursday announced that it has launched its first tokenized share class, marking a step into blockchain-enabled fund distribution for Europe’s largest asset manager.
Transfers: Schroders, DNCA, Loomis Sayles, Edmond de Rothschild AM
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