The Hidden Risks of Passive Investing
Passive investing is no longer just a strategy - it’s quietly reshaping markets, inflating valuations, and creating systemic risks that most investors don’t see coming.
Blackrock: Germany should put its savings to work through private markets
Germany should move its trillions of euros in savings out of banks and put them to work for its Mittelstand through private markets. That was the message from Philipp Hildebrand, vice chairman of Blackrock’s Global Executive Committee, on Thursday during the presentation of a report on the European private markets sector.
Infrastructure opportunities, from three simultaneous mega-trends
Three global mega-trends are driving global structural change and we believe they offer exciting opportunities for infrastructure investors. Digitalisation, Decarbonisation and Deglobalisation.
Morningstar: Blackrock and Neuberger Berman in USD high yield bonds
The US high yield bond market returned 7.4 percent for 2025 through October (per Morningstar’s US High Yield Bond Total Return USD Index), outpacing the leveraged loans market’s 4.9 percent return (Morningstar LSTA US Leverages Loans Total returns USD Index). This year’s underperformance stands out, due to several high-profile blowups such as Tricolor and First Brands.
Eltif 2.0: the honeymoon is over as fundraising stalls
Across Europe, asset managers are learning that selling Eltif funds to retail and wholesale investors is far harder than early optimism suggested.
‘Inexperienced’ family offices turn to illiquid investments
Family offices are increasing their exposure to illiquid investments, even though they often lack the expertise to properly assess private market opportunities.
COP30, entre ambitions climatiques et politisation des enjeux ESG
À l’approche de la COP30 le 10 nov., les rapports montrent des progrès depuis l’Accord de Paris, mais l’impact des nouvelles ambitions nationales reste flou. Que peut-on attendre de ce sommet climatique clé ?
The myth of “free” dividends
A targeted educational intervention can break the free dividends fallacy among retail investors. The result: a lasting behavioral change that reveals how fragile—yet how malleable—the demand for dividends truly is.
Next generation drives family office appetite for private equity
Despite tough times for private markets in recent years, family offices are seeing increased interest in private equity and venture capital, especially among the younger generation.
Italy cools on French fund groups as UniCredit exits Amundi deal
Two major European cross-border asset management relationships are losing momentum, with Italian financial groups reassessing their reliance on French partners.