Schroders : Results of the Schroders Global Investor Insights Survey
Institutional investors turn to active management amid heightened geopolitical volatility
Former Belgian PM Leterme questions NATO’s 5% defense push
Just two weeks ahead of the NATO summit in The Hague, former Belgian Prime Minister Yves Leterme has sharply criticized the alliance’s proposed five-percent-of-GDP defense target, calling it a “collective irrationality” that risks overwhelming European decision-making.
Pinsent Masons: ESG related fund names, are you compliant yet?
ESMA’s guidelines for fund names are now in force. Is your fund truly compliant? Or is it risking regulatory attention?
Chart of the week: reality check
European policymakers, economists, and politicians are in desperate need of a reality check—an awakening that brings them back down to earth and forces them to finally make effective, objective, and intelligent decisions. Something that has been missing for years.
Janus Henderson: Macro drivers: Positioning for 2025’s geopolitical realignment
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.
Artificial intelligence can erode wealth management costs
The application of artificial intelligence can significantly lower wealth management costs and help non-investors in Europe start investing wisely. “AI is simply automation that can provide positive nudges — for example, to not sell when the market crashes.”
Morningstar: Corporate bond funds cautiously defensive
Morningstar this week looks at euro corporate bond funds and compares Janus Henderson with Invesco. After tariff tensions rattled markets, fund managers remain cautiously positioned in defensive sectors despite temporary relief.
Fed independence questioned as Bessent is floated as Powell successor
Scott Bessent, the U.S. Treasury Secretary and key architect of President Trump’s economic agenda, is being discussed as a potential successor to Federal Reserve Chair Jerome Powell. Bloomberg cited anonymous sources saying his name has been floated for the role.
Optimizing your allocation through exposure to the gold theme
The gold market has risen sharply since the start of 2025, driven by favorable economic and political risks (inflation, geopolitical uncertainty, Trump’s return to power, massive central bank and investor buying, etc.)
The dollar: a currency of contradictory views—time for an update
Some analysts are talking about the end of dollar dominance. They primarily point to the erosion of international trust among trade partners and the high debt levels of the United States. A weakening appears to be on the horizon, they write.