Simplification push by ESMA risks raising costs before relief
The European Union’s push to simplify financial reporting faces a complex reality, with industry leaders warning that streamlining requirements will likely hike costs before delivering relief.
The 2026 portfolio
The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
New generation of billionaires shifts to external management
Europe is consolidating its position as the global hub for inherited wealth, but the way that capital is managed is undergoing a radical modernization.
Building nature-positive portfolios
Alternative assets offer valuable qualities for creating nature-positive, well-diversified portfolios, providing both direct and systemic impact. In this Sustainability in Action we demonstrate how this can work in practice.
Chart of the week: big fireworks in 2026?
It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks that are, unfortunately, often already partly outdated by the time the new year begins. Still, a dynamic is now unfolding that could lead to quite a bit of fireworks next year.
Morningstar: Capital Group versus Dodge & Cox in global flexible bonds
Global flexible bond strategies cover a wide range of different approaches. Investors should tread them with caution.
Van Lanschot Kempen turns to Alto for operational scalability
Van Lanschot Kempen is upgrading its investment infrastructure by adopting Amundi’s Alto platform, a move designed to simplify workflows and bring front- and middle-office functions closer together, the Dutch wealth manager told Investment Officer.
The global economy ended 2025 without any real surprises
The global economy ended 2025 without any real surprises, continuing to expand at a moderate pace in line with that observed over several quarters, note Guy Wagner and his team in their latest monthly market report "Highlights".
ESG debate at Natixis IM shows drift between Texas and Paris
While ESG may be politically sensitive, Invesco reports that inflows continue to build. Natixis IM’s US Media Summit in New York showed just how sharply opinions on the theme diverge across the Atlantic.
Milleis Banque Privée bets on diversification for 2026
Milleis Banque Privée anticipates a scenario for 2026 similar to 2025: moderate global growth and disinflation. In a still volatile environment, diversification remains the key theme. With this in mind, the bank plans to reduce the share of cash investments in favor of listed and unlisted bonds, and to diversify its equity portfolios.