Is this the year of truth for active asset management? Likely. M&A in the European asset industry and respective investor / selector takes. Mandate and selector news. The apparent blueprints on how to deal with selectors and some astonishing ESG findings – from both sides of the Atlantic. Deals...
Read moreLegends, true legends and essential wisdom. This year’s top 100 most influential fund selectors in Europe. More selector takes on the return of active in the current environment. Also, some other selector, tender and mandate news. Last but not least, more thoughts (and links) on expected money in motion...
Read moreWhat a decade this month has been – including a total and unprecedented national power outage here in Spain yesterday. ESG funds experienced their very first quarter of net outflows. However, does this really reflect an agenda-driven change of tides? Also, some interesting mandate and distribution partnership news. April...
Read moreThe awakening of active in spite of record ETF Q1 flows globally? European fund selectors on team culture, evergreen valuations and US debt and interest rate cuts. Also, the analogy of pro surfing and outstanding success in European fund distribution. Let’s kick off with some buy-side news and insights....
Read moreCurrent geopolitical events and economic consequences dominate each and every client conversation these days. Unsurprisingly, the change of tides in European fund flows is accelerating. This is also reflected in current and recent selector searches. Also, are fund risks being dropped ahead of the ESMA naming rules deadline? Last...
Read moreTimes of rapid change. After years of low interest in HFs, L/S and market neutral strategies, they are making a comeback in terms of fund buyer interest and selection. So does long shunned defence investing, even in ESG portfolios. Also, there’s no such thing as one definition for fund...
Read moreThe Rose Garden speech left economists puzzled and penguins in shock. Liberation day turned into liquidation day(s) in an astonishing act of self-harm. Leaving aside all the turbulence, as always we cover interesting mandate and fund selector news this week. Also, pressure on private equity increases. Nonetheless, in spite...
Read moreAgain, plenty of fund selector and mandate news this week. Fund selector risks in seeding. More on FOMO and the usual buy and sell-side misconceptions. Just because everybody talks the same talk, it doesn’t mean that it is true or a good idea. Often, it isn’t. Let’s kick off...
Read moreAgain, lots of fund buyer and mandate news. Scale risking the erosion of alpha. UBS expecting a revival of European asset managers. Also, some key insights from Citywire’s latest special report on private assets, shedding light on some surprising numbers and observations. Let’s start with the buy-side. The Swedish...
Read morePlenty of interesting news this week; mainly in terms of new mandates, replacements and other fund selector stories. Also, the accelerating US / Europe divide continues to take its toll on manager selection, but also on asset allocations and fund category flows. Let’s kick off with mandate news. Up...
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