Brussels urged to cut the white noise in securitisation
EFAMA’s Tanguy van de Werve says securitisation can help reconnect investors with the real economy, if Brussels can manage to deliver clarity, proportionate rules, and trust.
Italy cools on French fund groups as UniCredit exits Amundi deal
Two major European cross-border asset management relationships are losing momentum, with Italian financial groups reassessing their reliance on French partners.
The great intermediary reboot
Private markets no longer run in straight lines. Intermediaries are merging, data is flowing, and Luxembourg may quietly become the nerve center of the new system.
A strong euro? Quite the opposite
It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York. One of the perks: shopping in the Big Apple had become much cheaper than at the start of the year.
Janus Henderson: Equities Quarterly Updates
Watch our Equities Q3 update videos below, covering a range of our strategies including Global Sustainable Equity, Balanced, and Global Life Sciences.
Janus Henderson: Fixed Income Quarterly Updates
View our Fixed Income Q3 strategy videos covering our AAA CLO Strategy and our Multi-Sector Income Strategy.
Chart of the week: the short-term memory of investors, economists, and experts
It took a little longer than expected, but the delayed US inflation figure for October came in just slightly below expectations. That means that, by the time this column is published, the Federal Reserve will have cut interest rates by another quarter point, and—unless something strange happens—another quarter point cut will follow in December.
CSSF chief warns financial sector risks missing the AI revolution
Claude Marx, head of Luxembourg’s financial regulator CSSF, has sent a stark warning to the financial sector: Europe’s banks and asset managers are already falling behind in the race to adopt artificial intelligence. “We are facing an economic revolution and we should embrace it,” he said.
AI becomes dividing line between progress and obsolescence
Artificial intelligence has become the dividing line between progress and obsolescence in Luxembourg’s financial industry.