Transfers: Capitalatwork, Apex, EY, Partners Group, Northern Trust
This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Capitalatwork, Apex Group, EY Luxembourg, Partners Group, and Northern Trust.
AI shake-up rattles opaque ESG data market
A powerful combination of artificial intelligence, looming regulation and shifting market dynamics is shaking up the opaque world of ESG data providers.
Janus Henderson: What do Trump’s EU tariffs mean for European equity markets?
European Equities Portfolio Manager Robert Schramm-Fuchs considers the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
WTax: Vivendi case shows it pays to watch your tax exposure
Standardized tax recovery processes often miss non-routine events, such as spin-offs. The Vivendi case highlights why fund managers should actively review all forms of cross-border withholding tax exposure.
Return is a chosen illusion
At the heart of financial research lies a seemingly simple question: what is the risk-return profile of stocks and corporate bonds? New research based on the Belgian stock market from 1850 to 1913 shows that the answer changes fundamentally when illiquidity is taken into account.
Second opinions become strategic tool for asset managers
External portfolio reviews are becoming a core strategic tool for wealth managers navigating volatile markets. For firms like Natixis Investment Managers, Blackrock, and Morgan Stanley, these second opinions deepen client engagement and sharpen their competitive edge.
The global economy appears to be holding up
The to-and-fro of Donald Trump's tariff policy maintains a general climate of uncertainty, reducing visibility for all economic players, note Guy Wagner and his team in their latest monthly market report "Highlights".
Mid-sized ManCos drive Luxembourg’s alternatives surge
The number of licensed management companies in Luxembourg has held steady at 298. But this surface stability masks a quiet transformation in the Grand Duchy’s asset services industry.
Candriam waves Metaverse goodbye and restructures fund
Candriam is transforming its Global Metaverse Fund—originally focused on companies developing the metaverse—into a tech fund centered around AI, cybersecurity, and other trends. It marks a clear sign that the tech hype of 2022 has fully fizzled out.
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.