A strong euro? Quite the opposite
It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York. One of the perks: shopping in the Big Apple had become much cheaper than at the start of the year.
Morningstar: AllianzGI versus JP Morgan in allocation funds
Allocation managers overweighing eurozone stocks have done well so far this year while currency management and off-benchmark exposures like gold have also moved the needle for some. After withdrawals over the previous two calendar years, allocation funds in Europe saw modest inflows over the first three quarters of 2025.
Who will still want those guzzlers later on?
The bulk of US economic growth this year can be attributed to data centers. But what will all that infrastructure be worth once chips arrive that are a hundred times more energy-efficient than today’s models?
Turns out gold doesn't only go up
Two weeks ago, we wrote that gold was poised to skyrocket. Last week, it took its biggest hit in a decade. Markets have a way of humbling both investors and journalists, and few assets do it as reliably as the yellow metal.
Momentum has slowed, but the appetite for green bonds remains strong
Growth in the sustainable bond market has stalled, but experts don’t foresee refinancing issues. The demand for green debt securities remains high.
Belgium still dances the Luxembourg investment tango
As commercial director at Baloise Vie Luxembourg, Tine Vanmassenhove guides wealthy Belgians through the world of Luxembourg investments. The grand duchy has undeniable advantages, she says, though these are now most pronounced for larger fortunes.
Bluemetric: private equity – one step back and two forward?
Private equity has never lagged so far behind publicly listed equities in terms of returns. The asset class faces major challenges, including disappointing distributions, higher financing costs, and geopolitical uncertainty. Has private equity lost its shine, or is this just a temporary phase in a cyclical pattern?
Sovereignty, quality and sustainability of agri-food systems: an impossible balance?
The agri-food sector must feed a growing population, protect biodiversity, and ensure healthy products. Are these goals compatible? Only a deep transformation can meet the challenge of quantity, quality, and sustainability.
Private-credit LPs told to worry about returns, not cockroaches
The problem with private credit is not that it might blow up the financial system. It’s that it might just not be a very good investment.
Passive by default: is euro credit sleepwalking through a shifting landscape?
Euro credit is often treated as the quiet corner of portfolios – stable, low maintenance, and easy to overlook. That assumption is under pressure. Structural biases and shifting market dynamics are making passive exposure harder to justify.