Janus Henderson: Another proof point showing the resilience of European AAA CLOs
Portfolio Manager Denis Struc details both the resilience and recovery of European AAA Collateralised Loan Obligations (CLOs) through recent market volatility and historical market sell-offs.
RBC BlueBay: The death of the dollar…and the rise of EM local
Can EM local currencies benefit from the decline of the dollar?
Dutch cooperative offers alternative to Luxembourg fund toolbox
New evergreen fund for Dutch private clients launched as cooperative, not as RAIF or Eltif.
Schroders : Economic risks are “exceptionally high”
Schroders : Economic risks are “exceptionally high”
Wealth migration fuels Milan’s rise as investment launchpad
Southern Europe is rapidly emerging as a serious contender for global wealth, as high-net-worth individuals from the United States increasingly explore residency-lined investment options.
Chart of the week: and then there were nine
Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of its triple-A status. Old news, then? I wouldn’t go that far, given the timing of the decision. While not much may appear to be happening on the surface, policymakers, central banks, and politicians are working overtime behind the scenes.
Morningstar: Loomis Sayles versus Ninety One in global emerging markets corporate bonds
Emerging-market corporate bonds slumped in early 2025, yet analyst-rated strategies from Loomis Sayles and Ninety One stand out for experienced teams, disciplined risk-taking, and distinct approaches amid rising global uncertainty.
Wealth management clients are satisfied but seek specialization
Wealth managers enjoy exceptionally high levels of client satisfaction worldwide, yet nearly one-third of those clients are considering switching providers in the coming years. More specialized service providers are emerging as the preferred alternative.
DPAS name disappears as Indosuez rebrands fund services unit
Degroof Petercam Asset Services (DPAS), a key service provider to Luxembourg’s fund industry, will change its name on 1 June. The rebranding follows the acquisition of Belgian financial group Degroof Petercam by the French firm Indosuez, part of Crédit Agricole.
For Nassim Taleb, averages are utterly meaningless
Nassim Taleb explains why averages, correlations, and diversification fail investors—and why modern portfolio theory dangerously misrepresents real financial risk.