RBC BlueBay: Making Conclave Great Again
Uneasy calm in the US, new problems for risky assets on the way.
Tears in Omaha
Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their last meeting with Warren Buffett last weekend.
The true strength of Buffett: loyalty to a simple strategy
Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.
Bigger isn’t always better in asset management
Morningstar finds asset managers growing organically deliver better outcomes than those pursuing mergers. Scale alone rarely benefits investors or fund performance.
Transfers: S&S, Clifford Chance, Carmignac, NBIM, Fasanara
This week’s overview includes updates from Simmons & Simmons, Clifford Chance, Carmignac, Northern Trust, and NBIM.
Janus Henderson: Will humanoid robots be the country’s next industrial breakthrough?
Head of Greater China Equities, Victoria Mio explains why she is feeling excited about the long-term investment potential of humanoid robots.
Capital Group | How to handle market declines
We don’t know what the rest of this year will bring. But smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies.
Investing is a game of mistakes
Investing is a game of mistakes; the one who makes the fewest mistakes wins. In that sense, investing has more in common with soccer than one might initially think. And that’s exactly what made Johan Cruyff so uniquely suited to share his genius—with insights both on and off the field—with investors.
Berlin’s reform agenda on shaky ground after failed chancellor vote
Friedrich Merz’s failure to secure a Bundestag majority has shaken Berlin’s political establishment and cast serious doubt over the ambitious economic reform agenda promised by Germany’s new coalition government.
Salary indexation will kill our fund industry
The latest automatic salary hike in Luxembourg landed on Workers’ Day. Cheers all around, but will rising costs hurt the fund industry?