Morningstar: Cullen vs Robeco in Global Emerging Markets Equity
Emerging markets outperformed developed markets in 2025 for the first time since 2017, driven largely by strong AI and tech gains in South Korea. This week Morningstar compares the Robeco Emerging Stars Equities fund with the Cullen Emerging Markets High Dividend Fund.
This is what’s in store for Jerome Powell
With the subpoena of Jerome Powell, political pressure on the Federal Reserve has taken on a legal dimension. The timing is striking: Powell’s term still has months to run, yet the White House is pressing ahead now. The stakes extend well beyond the fate of the Fed chair himself.
SFDR 2.0 lacks ‘shades of green’
The product classification in the revised SFDR does not allow for any ‘shades of green’. That is regrettable, because precisely such labels would make investment choices clearer for investors.
Trump’s credit card rate cap would hurt consumers and banks alike
President Donald Trump’s call to cap U.S. credit card interest rates at 10 percent is weighing on bank stocks and raising broader concerns about consumer credit and confidence.
Brazil’s equity market still priced for skepticism
Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts say that discount could evaporate quickly if interest rates fall.
Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’
The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome Powell. Officially, the case concerns the renovation of government office buildings in Washington. No one should pretend to be naive enough to take that explanation at face value.
La Française: Discover our convictions for 2026
Written by François Rimeu, Senior Strategist, Crédit Mutuel Asset Management
EM investors broaden their focus after years focusing on Asia
Where China and India set the pace in emerging markets for many years, investors are increasingly broadening their focus towards emerging Europe and Latin America. At the same time, a hard pivot to ex-China funds has proved risky, particularly because of timing.
CA phases out Degroof Petercam brand in France
French banking group Crédit Agricole has announced the launch of a new corporate finance boutique in its home market. Crédit Agricole Midcap Advisors and Degroof Petercam Finance France are being merged into Indosuez Corporate Advisory, a team of around 80 professionals.
The illusion of passive investing
Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all press the same buttons en masse.