Baillie Gifford: Let's talk about Actual investing
Stuart Dunbar, partner at Scottish asset manager Baillie Gifford, reaffirms the importance of active investment management to a healthy capitalist system.
A few words about gold
The price of gold is determined by the interaction between supply and demand for the metal. It is therefore worth briefly reviewing the sources of demand and supply, which are:
Dull dividend stocks are making a comeback
The underweighting of expensive U.S. growth stocks is playing into the hands of dividend strategies. Investors are once again showing interest in boring companies with stable dividends.
Morningstar: MFS vs. Maj Invest in Global Large-Cap Value Equities
After years of underperformance, European equities are finally stepping out of the shadow of their U.S. counterparts in 2025. Investors began the year skeptical about Europe, but sentiment shifted—thanks in part to a German proposal to invest heavily in infrastructure and defense.
Euro as a challenger to the dollar?
The U.S. dollar is taking a beating. I’m not just referring to its exchange rate, but also to the growing doubts being raised about the role the greenback plays on the global stage as the de facto world currency.
Schroders Capital : How battery storage systems enable the global energy transition
Schroders Capital : How battery storage systems enable the global energy transition
Luxembourg family offices quietly reposition for a new generation
Across Luxembourg, family offices are preparing for change as younger generations begin to take more control. With new priorities like sustainability, digital tools and impact investing, wealth managers are adjusting how they support family clients.
Record number new ETFs flood the market
In the first four months of this year, a record number of new ETFs entered the market, with active index funds being particularly popular. “All active asset managers in Europe will switch to ETFs within the next ten years.”
Chart of the week: a real shortfall
Some periodic reports and studies are more informative and enjoyable than others. As far as I’m concerned, you can skip the obligatory and meaningless outlooks for the coming calendar year. I prefer to look at what investors are actually doing, rather than the usual December round-up, much of which is already outdated before the new year even begins.
AI shakes up the landscape of ESG data providers
The combination of artificial intelligence, impending regulation, and shifting market dynamics is shaking up the traditionally opaque sector of ESG data providers.