Schroders: Could 2025 be a vintage year for stock pickers?
Schroders: Could 2025 be a vintage year for stock pickers?
Transfer Thursday: Nordea IM, Palana, Lombard Odier
This week’s overview of career moves in and around the Luxembourg financial centre includes hires at Nordea IM, Palana, and Lombard Odier, a promotion at Sofindev, and a new business development lead at Oceanside Financial Services.
Private Growth Equity: a $5 trillion investment opportunity
Today’s leading private growth companies are natural monopolies with sizable growth opportunities. Many are growing 30-60 per cent each year, and some are among the 50 largest companies in the wor
‘Liberation Day’ reignites a classic trade debate
Trump’s tariff push revives an old trade theory — and investors should pay attention to what Samuelson really meant.
Dutch pioneer tests Eltif waters as Benelux momentum lags
Luxembourg may be leading the charge in Eltif launches under the revised framework, but elsewhere in the Benelux they are proving a tougher nut to crack.
Loyens & Loeff: New guidance on ‘investor influence’ under AIFMD
New BaFin draft guidelines clarify that investor involvement in asset-level decisions risks disqualifying a fund as an AIF under EU rules—a shift with implications far beyond Germany, writes Sebastiaan Hooghiemstra at Loyens & Loeff.
Janus Henderson: European Securitisation Regulations summary
The European securitisation sector has been recognised as a channel to finance the economy and boost Europe’s competitiveness. Portfolio Managers Ian Bettney and Denis Struc look at navigating the regulatory frameworks around investing in the market.
RBC BlueBay: Little to celebrate on ‘Liberation Day’ for America
April has arrived, but spring is not in the air for Europe.
M&G CEO bets on European inflows to counter UK outflows
Joseph Pinto, chief executive of M&G’s asset management division, has downplayed concerns over recent client outflows, saying the group’s long-term strategy and strong investment performance in continental Europe position it well to return to net growth in 2025.
Pinsent Masons: technology goes forward in both Luxembourg and the Netherlands
Throughout the financial sector, technology is an important topic and leads to major changes in procedures, with financial companies themselves and also with the regulators. The new rules in Luxembourg for prospectuses should make life easier. In the Netherlands, the regulators lay a focus on the Digital Operations Resilience Act which gives an additional layer of supervision.