ESG funds increasing exposure to defense, data confirms
ESG investment funds in Europe have sharply increased their exposure to defense stocks, according to new Morningstar data that offers the most comprehensive look yet at how sustainable finance is responding to geopolitical pressure.
Déjà vu: from Internet revolution to AI revolution
Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and Fed policy.
Border no longer defines Luxembourg’s financial workforce
Long reliant on cross-border labor from Belgium, Germany, and especially France, Luxembourg’s financial sector has reached a demographic milestone.
Transfers: Alter Domus, State Street, Ogier, Arendt, Citi, Triodos
This week’s overview of people transfers and appointments includes updates from Alter Domus, State Street, Ogier, Arendt, Citi Securities Services, Triodos Bank and Utmost Group.
In the long run, optimists still win
Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of returns, resilience, and diversification wisdom.
Carmignac’s flagship fund stages a comeback, without the crowd
After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of recovery.
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Dutch pension funds are rethinking government bonds
Dutch pension funds are rethinking government bonds, sparking a shift that could ripple through eurozone yields and global fixed income portfolios.
WTax: The hidden cost of extra time
Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results than relying on default timelines, writes Reuben John at WTax. Acting early allows investors put recovered cash to work sooner.
The global economy is bumping along
The global economy is bumping along, awaiting the impact of recent fiscal support measures announced in the USA and Germany, note Guy Wagner and his team in their latest monthly market report "Highlights".