Morningstar: Pimco versus Barings in global emerging markets bond – local currency
Local emerging-markets debt strategies took a beating in the last quarter of 2024 but recovered spectacularly in dollar terms in the first half of 2025 with the widely-used JPM GBI-EM Global Diversified index recording a return of 13 percent for the six-month period.
Janus Henderson: Trump’s Pharma tariff threat: implications for European CLOs
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. Portfolio manager Denis Struc and David Huang explore how to navigate this environment for CLO investors.
Chart of the week: a mega regime shift on the horizon?
Developments in public finances are unfolding at such a rapid pace that there’s barely time left to look at asset prices themselves. But if you take a step back, it’s hard not to conclude that we are witnessing a regime shift. So why is hardly anyone talking about it?
‘Shy ETF’ reignites active-passive investing debate
The accelerating growth of active ETFs is blurring the lines between active and passive management. Critics warn that it may be an old trap in a new disguise: funds that claim to be active but behave almost exactly like an index—the so-called closet trackers.
Delen sets its sights on Zurich
Delen Private Bank is exploring plans to establish a permanent presence in Zurich. This would be its second Swiss base, after Geneva.
Capital Group | 2025 Midyear Investment Outlook
As we reach the midpoint of 2025, the change we’ve witnessed since the start of the year is staggering and has translated into a high level of market volatility.
US prepares ‘controlled demolition’ of existing financial system
The US government is preparing a shock therapy approach that amounts to a controlled demolition of the current system. The goal is to turn the United States into the global hub for digital currencies.
Artificially intelligent wealth management
We are at the beginning of a fundamental transformation in wealth management. Financial decisions are increasingly being made by algorithms. Within just a few years, AI-driven applications will become the primary source of advice for retail investors, with usage expected to grow to 80 percent by 2028. This is not some distant vision of the future—it’s already happening.
French manager Private Corner kicks off expansion in Belgium
Paris-based platform to distribute private market investments via Belgian private banks and family offices. The Paris-based platform Private Corner is making its first move outside of France, aiming to sell private market investments to wealthy Belgian investors through the distribution networks of private banks and family offices.
How we’re using AI to enhance our investment edge in public markets
Schroders believes that AI complements human expertise rather than replacing it.