Esma faces uphill battle to emerge as European SEC
In an interview with Investment Officer, Esma chair Verena Ross outlined her vision and the significant challenges ahead as the regulatory body aims to become Europe’s equivalent to the US SEC.
The US is entering an era of ‘post-truth statistics’
In October, the US failed to deliver one of its most closely watched economic reports: the monthly jobs data. The blackout has deepened doubts over whether the world’s largest economy can still produce reliable data, even once the releases resume.
Morningstar: Aberdeen versus Invesco in global emerging markets equities
Equity markets in emerging countries extended their strong performance from the first six months of 2025 into the third quarter, led by heavyweight China, as well as Colombia, Egypt, Peru, Thailand, and South Africa.
Defense and AI push European thematic ETFs to record size
Assets in European thematic ETFs have climbed to a record 52 billion euro, the highest level since the post-Covid “everything bubble.” While a record number of thematic funds closed in 2024, the category is making a comeback this year, led by the themes of defense and AI.
Capital Group | Inflation or employment? The Fed makes its choice
The scales have tipped in the US Federal Reserve’s (Fed) long-running balancing act between taming inflation and promoting full employment.
Another wave of price pressure hits European fund managers
Europe’s fee war is entering a new phase. Morningstar’s latest European Fund Fee Study finds that while the steepest cost declines are over, new competitive forces are reshaping the industry.
Transfers: Cube IM, Align, Zedra, River Global
This week’s overview of people moves in the investment industry includes new leadership appointments at Zedra, Cube Infrastructure Managers, River Global and more.
Investors struggle to price nature’s true value
Despite growing awareness, nature remains a hard sell for investors.
Answers from the campfire
Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time, questions didn’t come through the chat, but as paper airplanes floating through the air. Some landed in the fire and were answered immediately. Others fell into the ashes. Time to pick those up.
Split on rate path, US firms agree on how to position in Treasuries
US asset managers are finding common ground on one point: the short end of the U.S. Treasury curve is where investors should be. The reasoning behind that stance, however, differs sharply.