Funds Avenue, Trustmoore assert no major weaknesses after €700k CSSF fine
The latest in a series of hefty fines levied by financial regulator the CSSF has fallen on a fund manager with strong links to the Fuchs & Associés saga, featuring millions in fines for financial malfeasance.
Capital Group sees global champions as key to navigating uncertain times
In an uncertain macroeconomic environment, global asset manager Capital Group is focusing on identifying ‘Global Champions’ across sectors to position client portfolios for long-term success.
The wisdom of the collective
Passive investing can be seen as a disruptive innovation that has also reduced costs for active investors. It has made active investors more engaged, aligning their compensation more closely with their added value. Meanwhile, passive investors benefit as free riders from the extensive work undertaken by active investors.
EU’s big talk on investments union still raises many questions
The European Commission has set out yet another grand vision for Europe’s capital markets. Behind the lofty rhetoric, the plan leaves a familiar set of unresolved questions.
Chart of the week: call that dumb!
Investing is rarely straightforward. And with an unpredictable individual at the helm of the world’s most influential country, it certainly doesn’t get any easier. However, to consistently dismiss the man as ‘dumb’ as a coping strategy is far too simplistic. You can say many (unpleasant) things about Donald Trump, but ‘dumb’ is not necessarily one of them.
Luxembourg unveils new sustainable finance strategy
The Luxembourg Sustainable Finance Initiative (LSFI) has launched its Luxembourg Sustainable Finance Strategy 2030, outlining its vision for advancing sustainable finance in the country over the next five years.
Morningstar: Capital Group versus BlackRock in Mixed Funds USD Neutral
Allocation funds have fallen out of favour with investors since their weak performance in 2022, and in 2023, the classic equity-bond mix portfolio was even declared dead in some quarters. This proved premature, as these portfolios have performed well in recent years.
Schroders : Green shoots for green hydrogen
Schroders : Green shoots for green hydrogen
Europe’s blue-chips shine as markets weigh Trump’s moves
With global markets being shaken by Donald Trump, asset managers and strategists are advocating quality stocks and diversified portfolios, with a particular focus on European blue-chip stocks known as ‘Granolas’ to weather potential disruptions.
‘Digital darwinism is redesigning a new global order’
Virginie Maisonneuve, global CIO equity at Allianz Global Investors explains why ‘Digital Darwinism’—the interplay of technology, tariffs, and trust—is driving supply chain shifts and market realignments.