Morningstar: Invesco vs First Sentier in global emerging markets equity
Emerging markets started the year strongly, but geopolitical tensions stemming from the US/Israel–Iran conflict have since tempered sentiment.
Capital Group | Five charts that put market volatility in perspective
Fallout from the intensifying war in the Middle East has once again put market volatility in the spotlight.
Platforms are shifting power dynamics in European fund distribution
The way capital flows is changing. Alongside banks and traditional networks, digital platforms are increasingly claiming a prominent place in this chain. This shift is altering access points to markets and strengthening the role of standardized products in portfolio construction, such as ETFs.
Transfers: Apex, NBIM, Generali, L&G, HSBC, Amundi, Vistra
Our weekly update of people moves in Luxembourg and elsehwere in the world.
La Française: April 2026 Outlook
Written by Fraçois Rimeu, Senior Strategist, Crédit Mutuel Asset Management.
Governance gaps draw CSSF scrutiny
Luxembourg’s fund regulator is shifting its supervisory focus from rule-setting to enforcement, zeroing in on governance failures, operational fragility, and liquidity risks as structural vulnerabilities in the sector become harder to ignore.
The acceleration
The world was already electrifying at a rapid pace. But two developments are now pushing this process into an acceleration that would have seemed unthinkable just a few years ago.
The shift in how the world sees farmland
In the past Farmland struggled to sit comfortably with traditional asset classes. This short piece explores why that matters, and what it reveals about how investors are reassessing risk and long term value.
Adding private markets can increase overlap in risk exposure
Investors seeking to diversify their portfolios and reduce dependence on traditional equity indices are increasingly turning to private markets. However, through their public holdings they already have exposure to those same markets. The additional costs associated with private funds do not structurally deliver higher returns.
Private equity shifts pressure to retail investors
Private equity’s model is coming under strain as exits slow, capital remains tied up, and investors are waiting longer for distributions. Rather than resolving these pressures, the industry is increasingly passing them on to individual investors, said Lucas Crasborn, chief investment officer at Optimix Vermogensbeheer, an independent wealth manager overseeing around 2.5 billion euros.