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.
Eltif market enters new phase as domestic momentum builds
The European Long-Term Investment Fund (Eltif) regime is entering a new phase, driven by a surge in local fund launches and rising domestic demand across Europe.
Chart of the week: stuck in fixed income
“The total value of Dutch securities holdings reached nearly 3,500 billion euros in 2024.” It’s one of those headlines—this one from the Dutch Central Bank (DNB)—that most investors overlook, let alone actually read. But behind that enormous figure lies a world that once again shows how deeply entrenched the traditional investment industry remains in an outdated mantra.
The CM-AM Convictions Fund Range: 5 Key Takeaways Driving Long-Term Value Creation
In the equity markets, which continue to experience evolving monetary policies, geopolitical uncertainties, and shifting economic dynamics, investors are increasingly interested in long-term strategies that create value
Quintet extends profit streak, to announce new Chair soon
Quintet reports higher profits, but income falls and growth remains unclear. Efficiency gains drive results as key questions go unanswered.
Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’
US equities have calmed after a turbulent start to the year, but the mood is far from euphoric. With President Trump’s so-called “Liberation Day” tariffs set to be announced on Sunday, it remains uncertain whether the recent gains mark the beginning of a recovery or simply a pause before the next downturn.
Morningstar: Robeco vs Van Lanschot Kempen
This week, we are comparing two asset managers rather than individual funds. When analysts evaluate a fund, they assess and assign ratings to its People and Process pillars while the methodology for Morningstar Medalist Ratings also incorporates and assessment of the Parent pillar. This Parent pillar is our focus this week.
Janus Henderson: Evaluating the impact of European policy shifts on CLOs
As Germany embarks on boosting fiscal spending, Portfolio Managers Denis Struc and Ian Bettney take a deep dive into CLOs, how the asset class is poised to benefit, and why a robust credit approach is essential.
Defense stocks struggle to keep up with the expectations treadmill
The German Bundestag’s decision to boost defense spending through debt issuance triggered a correction in European defense stocks. Investors are taking profits on high valuations as questions arise about whether they are still justifiable.