French political turmoil underlines ‘desynchronized growth’ in Europe
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.
US tariffs have not derailed global economic growth so far
So far, US tariffs have not derailed global economic growth, which remained stable during the summer, note Guy Wagner and his team in their latest monthly market report "Highlights".
Biodiversity impacts - how to measure progress
With food security for billions hanging in the balance, it’s no wonder questions about how to produce healthy food are growing. Feeding the world is no small feat. Find out more about our measurable and innovative practices in regenerative farming.
Chart of the week: it just keeps going
As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs to take action and learn to look at and approach things differently, the United States just keeps steaming ahead.
Morningstar: JP Morgan vs Artisan in global equities
Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings. Fewer than 6 percent of actively managed funds qualitatively assessed by Morningstar analysts in Europe achieve a High score on both the People and Process pillars, placing them in the highest conviction category.
Active Investing – adding value in European government bonds
Mike Reed discusses the European government bond market, whose returns have outperformed passive strategies and ETFs.
"We champion impact investing in public markets"
The myth that impact can only be achieved through private assets needs to be debunked.
Investors cannot afford inaction
Like many others, I headed to Norway this summer. One of the first things to strike you is the excellent electric vehicle (EVs) infrastructure. Everywhere you look there are ample charging points – the signs of a unified and supportive government taking meaningful action.
Private debt momentum keeps up, but challenges lurk
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.
Haroon Sheikh: ‘Struggle between great powers has only just begun’
The long-assumed stability of Europe is over. Wars on the periphery, a crumbling system of free world trade, and great powers using economic interdependence as a weapon: the continent is under pressure. “The world in which investors must navigate has become more unpredictable.”