Transparency in private markets gains economic value
Investments in private markets are still characterized by limited information and imperfect transparency, particularly when compared with public assets. Asset managers increasingly see economic value in addressing that gap, turning greater transparency into a business model in its own right.
Investment Centre at ING not concerned about political tensions in France
Political nervousness is rising over the potential victory of the far right in the French presidential elections of April 2027, as that could lead to less European integration. But the Investment Centre at ING Belgium currently sees no reason to adjust its investment policy.
Janus Henderson: Fixed Income Q4 Strategy Videos
Watch our latest Fixed Income strategy update videos.
Transfers: Langham Hall, Anthropocene, VLK, Ostrum, VanEck, Guinness
This week’s overview of industry appointments in Luxembourg and elsewhere in Europe.
BLI - Banque de Luxembourg Investments launches new website
Luxembourg-based asset manager BLI - Banque de Luxembourg Investments has completely revamped its website. The extensive project was initiated around two years ago and was overseen by a core team of four.
Janus Henderson: ABS: How structural mechanisms shape investor outcomes
Today’s asset-backed securities structures are more resilient and better regulated than those of the past, potentially offering attractive risk-adjusted returns.
Ucits review risks ‘backwards’ step, says Luxembourg industry
As European regulators reassess what Ucits funds should be allowed to hold, Luxembourg’s fund industry is drawing a clear red line: do not compromise a global brand that already works. The Association of the Luxembourg Fund Industry cautioned that proposals to tighten eligibility rules could push the framework backwards rather than modernise it.
The growing gap between earnings calls and stock prices in private credit
The already downward-trending stock prices of major US private credit firms took another hit this month amid the markdown of the software sector and concerns about AI. While executives are trying to contain those concerns, analysts say market participants may already be pricing in risks that could affect clients later.
Japan: from lost decades to profitable reflation
The election result in Japan was historic. For the first time since World War II, one party secured a two-thirds majority in parliament. Prime Minister Takaichi can now implement her plans without the compromises that have so often paralyzed Japanese politics. The stock markets responded positively: prices rose and records were broken. This is the first effect of the coming reflation on Japan’s financial markets.
‘High-quality corporate bonds are expensive, but still attractive’
Rising budget deficits have caused government bonds to lose much of their appeal as a safe haven for investors. High-quality corporate bonds have subsequently moved up the ranks. Has the rally run its course? Samuel Gruen, fixed income specialist at Rothschild & Co Asset Management, examined the European market from a historical perspective.