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Opinion
Opinion
July 18, 2022
Chart of the week: Negative surprises limit upside potential
Negative surprises put a cap on the upside potential, especially for equities. As a rule, investors…
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Opinion
July 15, 2022
What can Europe offer investors?
Problems with energy supplies, a perfect storm of geopolitical uncertainty and, in the autumn…
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Opinion
July 12, 2022
The end of the euro is nigh
For the first time since 2002, the euro trades at parity with the dollar. In the summer of 2008, one…
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Investing
July 11, 2022
Chart of the week: don’t be blindsided by recession
The ISM Manufacturing Index, also known as the purchasing managers’ index, fell more than expected…
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Opinion
July 6, 2022
Disruptive innovation: the iPhone as game changer for investors
Fifteen years ago, I bought my first iPhone in Denver, Colorado. Not entirely coincidentally, I was…
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Opinion
July 4, 2022
Chart of the week: A sudden halt to spending
German consumer confidence has fallen to its lowest level ever, it became clear last week. Never…
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Opinion
July 1, 2022
Grow to fight climate crisis
More economic growth means more population growth, according to Thomas Malthus. The demographer and…
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Opinion
July 1, 2022
In Flux: Industry 4.0 as the ‘new Ucits’
In Luxembourg’s financial sector, ‘the new Ucits’ is an informal but widely recognised label that…
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Opinion
June 27, 2022
Chart of the week: 'Growthless'
The Atlanta Fed GDPNow real GDP forecast for the second quarter stands at exactly 0 percent. So no…
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Opinion
June 24, 2022
In Flux: A black Bloomsday
Luxembourg has witnessed that European integration still has its limits, even when war rages on…
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Asset Allocation
Belgium plans dual defense funds, invites financial sector to join in
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Asset Allocation
Morningstar: Pzena versus Stewart Investors in EM equities
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Asset Allocation
Market stress puts classic stock-bond correlation to the test
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Asset Managers
AllianzGI creates private markets division, names Jozan as head
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Asset Managers
Roelof Salomons: ‘Increased frequency of internal memos’
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