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Familiarity breeds investment ideas
Investing
BLI’s Wagner: Trump’s unpredictability makes market forecast...
Asset Allocation
Germany votes: a return to the 1930s or stability of the 199...
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Fixed Income 2025: Rates make return journey
Investing
today
Private banks: gold has a place in every portfolio
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News
today
EFG, Edmond de Rothschild signal accelerating consolidation
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Transfers
today
People moves: BIL, Marguerite, P1, EFG, Colesco, E. de Rothschild
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Asset Managers
Yesterday
Luxembourg’s next move: From Ucits leader to alternatives powerhouse
Long the dominant force in Europe’s cross-border fund industry, Luxembourg is now pivoting towards…
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Asset Allocation
Yesterday
Germany votes: a return to the 1930s or stability of the 1990s?
Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For…
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Opinion
Yesterday
‘Animal spirits’
The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
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Investing
February 18, 2025
BLI’s Wagner: Trump’s unpredictability makes market forecasts a gamble
BLI’s cio Guy Wagner unpacks Trump’s unpredictability, US market dominance, and shifting investment…
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Investing
February 18, 2025
US inflation figures pressure private equity stocks – history suggests buying
US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent…
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Laws and Regulations
February 17, 2025
Frédéric Vonner (PwC) on streamlining ESG-regulations: “More attention to transition investing needed”
The European Commission has pledged to simplify regulations for sustainable funds this year…
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Opinion
February 17, 2025
Chart of the week: Powell vs Trump, interest versus rhetoric
A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
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Investing
February 14, 2025
Masterpieces or market assets? The fine line between art and commerce
With some exceptions, investors have tended to view art as a niche asset class—volatile, illiquid…
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Expert Panel
February 14, 2025
Morningstar: Robeco versus Blackrock in Financials
Investors have plenty of choices. The financial services sector encompasses a diverse universe from…
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Investing
February 13, 2025
‘Fantastic returns on cat bonds’
The increased likelihood of natural disasters due to climate change does not make investing in…
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Transfers
February 13, 2025
Transfer: Dirkmaat appointed director Business Development Benelux at Federated Hermes
This week’s overview of transfers and appointments in and around Luxembourg includes one update from…
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Investing
February 12, 2025
Asian disruption outpaces European tradition in the automotive industry
Once the pinnacle of innovation, German car manufacturers now risk being overtaken by Chinese…
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Opinion
February 12, 2025
MacGyver becomes a chief compliance officer – and regrets it
Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory…
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Transfers
People moves: BIL, Marguerite, P1, EFG, Colesco, E. de Rothschild
Read more
News
EFG, Edmond de Rothschild signal accelerating consolidation
Read more
Investing
Private banks: gold has a place in every portfolio
Read more
Laws and Regulations
Frédéric Vonner (PwC) on streamlining ESG-regulations: “More attention to transition investing needed”
Read more
Asset Allocation
Germany votes: a return to the 1930s or stability of the 1990s?
Read more
Fund analysis
Opinions
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Opinion
Yesterday
‘Animal spirits’
The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
Read more
Opinion
February 17, 2025
Chart of the week: Powell vs Trump, interest versus rhetoric
A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
Read more
Opinion
February 12, 2025
MacGyver becomes a chief compliance officer – and regrets it
Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory…
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Schroders
February 7, 2025
Schroders : Green shoots for green hydrogen
Schroders : Green shoots for green hydrogen
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Banque de Luxembourg Investments
February 5, 2025
USA remains the locomotive of the global economy
Although US GDP grew at an annualised rate of just 2.3% over the last three months of last year...
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RBC BlueBay Asset Management
February 3, 2025
RBC BlueBay: DeepSeek shows us that 2025 won't just be about Donald Trump
DeepSeek disruption may inject some reality back into the market.
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Banque de Luxembourg Investments
January 31, 2025
Perspectives 1/2025
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the...
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January 19, 2024
Podcast
Monica Defend, head of the Amundi Research Institute
January 19, 2024
Podcast
Monica Defend, head of the Amundi Research Institute
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2025-02-19
Nuveen
Familiarity breeds investment ideas
2025-02-19
Schroders
Economic and Strategy Viewpoint – Q1 2025
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BlackRock/iShares
AI a key driver of the power outlook
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AXA Investment Managers
Under Surveillance
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NatWest Group
Can it pick up momentum?
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GMO
Beyond China
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