Morningstar: BNP, Amundi mergers test investor patience
Amundi and BNP Paribas pursue scale and expertise through mergers, but integration challenges create uncertainty over long-term benefits for investors.
ECB swaps the Italy problem for the France problem
It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising rapidly, and the spreads with other eurozone countries are widening.
AXA IM Benelux ceases to exist
The groundbreaking acquisition of AXA Investment Managers by BNP Paribas is becoming increasingly concrete on the ground. In Brussels, AXA IM Benelux is being dissolved after nearly thirty years. The branch in Amsterdam will also disappear.
Dirk Coveliers: partial annulment of Cayman tax 3.0 creates opportunities for Luxembourg structures
The Belgian Constitutional Court has partially annulled the most recent reform of the Cayman tax, also known as the look-through tax. This creates opportunities for Belgian individuals who invest through the Luxembourg structures Sicav-SIF and Soparfi.
Is flexibility the key to success in Fixed Income markets?
With yields tightening on the fixed income markets, where can opportunities be found and how can they be seized when they arise?
Small and Mid caps, big opportunities
After years in the shadow of large caps, US small and mid caps are regaining attention. With improving market conditions and supportive policies, this segment offers renewed potential for investors seeking dynamic and diversified exposure.
UK ESG fund labels seen as poor example for SFDR 2.0
The United Kingdom’s new ESG fund labels have struggled to gain traction. As Brussels prepares an overhaul of the Sustainable Finance Disclosure Regulation (SFDR), a senior Morningstar expert warns Europe not to copy London’s model.
Sustainable government bonds beat the benchmark
Government bonds from countries that score high on the United Nations Sustainable Development Goals have outperformed the global market-weighted bond index over the past three years.
Schroders launches first two European active ETFs
Schroders launches first two European active ETFs
Transfers: New country heads at Trustmoore and Fundcraft
This week’s overview of people transfers and appointments includes updates from Trustmoore, Quintet and Fundcraft.