Chart of the week: the unfair fight of stablecoins
The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the term stability assessment, you would expect the focus to be mainly on risks, but even then the ECB’s approach is striking. The unapologetic desire to favor the traditional banking sector is more than telling.
When Public Meets Private: The Strategic Role of Alternatives
Private assets have the potential to elevate portfolios through enhanced risk-adjusted returns. Successful deployment requires diligent planning and a holistic strategy.
Morningstar: Vanguard vs Dimensional in 60/40 funds
The classic 60/40 investment strategy is still alive and well, though its merits have been a matter of debate in recent years.
Polina’s Perspective: a journey to maturity – reflections from the window seat
Polina Kurdyavko reflects on the challenges and opportunities for emerging market countries.
Schroders - Global bonds : desynchronised cycles and attractive opportunities
Global bonds : desynchronised cycles and attractive opportunities
Luxembourg money market fund becomes Amundi’s first DLT fund
Amundi on Thursday announced that it has launched its first tokenized share class, marking a step into blockchain-enabled fund distribution for Europe’s largest asset manager.
Arendt sells majority stake in AIS to Blackfin in $500 mln deal
Blackfin Capital Partners will become the majority shareholder of Arendt Investor Services in a deal valued at 500 million dollars that is aimed at accelerating the Luxembourg firm’s growth across Europe.
Transfers: Schroders, DNCA, Loomis Sayles, Edmond de Rothschild AM
Our weekly coverage of people moves.
Janus Henderson: Active small cap allocations offer asymmetric returns
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion and market inefficiencies. Is this the area where active managers can shine?
The Passive Paradox: how index funds distort the market and harm investors
For decades, we have embraced the rise of passive investing (hammock investing) as the ultimate democratization of the financial markets. The gospel of low costs, broad diversification, and market returns seemed infallible. But while passive assets under management have climbed to astronomical levels, a wave of critical academic research reveals a troubling paradox: the instrument designed to help investors may be structurally distorting the market and ultimately diminishing their wealth.