Chart of the week: a realistic look at bonds
I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and clichés. Just last week, another firm once again refused to honor a client’s strong desire to expand their limited mix of just two asset classes. For tactical reasons, I’ll refrain from sharing the usual fallacies used to justify this.
Morningstar: DWS vs. Flossbach von Storch in flexible allocation funds
Morningstar’s flexible allocation category includes a diverse group of funds with largely unconstrained mandates. These strategies typically have significant leeway to adjust weightings between equities and bonds and to incorporate alternative asset classes into the mix. Private markets have recently garnered more attention, and the rally in gold hasn’t gone unnoticed by investors either.
Transfers: Linklaters, M&G, Triodos, Flow, Goldman Sachs
This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Linklaters, M&G Investments, Triodos Investment Management, Flow Traders and Goldman Sachs Asset Management.
J.P. Morgan Asset Management: The case for adding active income ETFs to your portfolio
Marketing Communication
Katherine Magee, Investment Specialist in J.P. Morgan Asset Management’s US Equities business
Jill Rootsaert, Head of ETF Distribution for Benelux at J.P. Morgan Asset Management
Janus Henderson: How active ETFs can improve traditional passive approaches
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise. Active ETFs could be a more effective solution.
RBC BlueBay: Are markets bringing Trump to heel?
The president has retreated but he could advance again!
Blackrock tops fund inflows in Q1 as Aberdeen and Eurizon retreat
European fund managers pulled in 161 billion euros in the first quarter of 2025, led by Blackrock and a surge in passive strategies.
ESG investing retreats in language, not in portfolios
ESG hasn’t disappeared. It is simply speaking a different language.
Belfius closes JP Morgan sub-fund due to performance and lack of interest
The investment fund Belfius Wealth is dissolving its sub-fund JP Morgan AM Convictions, citing “structurally low performance” and “lack of investor interest” as key reasons. Belfius is offering affected investors the option to transfer to a Blackrock sub-fund.
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.)