For many asset owners with balanced portfolios, U.S. Treasuries have long provided protection against equity downturns. But a sharp rise in bond market volatility suggests that assumption may no longer hold. Since the Trump administration’s surprise …

Allianz Global Investors has announced the creation of a dedicated private markets division, appointing Edouard Jozan as head of private markets. The new leadership role, effective 1 June 2025, marks a milestone in the firm’s efforts to scale and …

Roelof Salomons hit the ground running when he became Chief Strategist at Blackrock Netherlands exactly six months ago. According to him, we are at a turning point. Capital flows are shifting direction, creating tremendous opportunities for investors in …

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Edmond de Rothschild, Bank Nagelmackers, HF Quarters, and Allianz Global Investors. Brione appointed CEO of Bank Nagelmackers Caisse d’Epargne Hauts de …

Bitcoin’s persistent popularity is reigniting portfolio debates among European wealth managers. With infrastructure improving and regulatory frameworks maturing, more firms are considering a small crypto allocation, typically one to five percent, as part …

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing greater investment discipline. However, an increasing oil supply is dampening short-term expectations. Investors in the energy sector are looking back on lean …

Anti-money laundering compliance has become a defining test for Luxembourg’s investment sector. At a closed-door AML/CFT conference on 28 March, the CSSF warned of persistent governance gaps, just as EU reforms raise the bar for compliance. At its annual …

In the 1980s, Ronald Reagan became known for his hardline stance against the Soviet Union—a strategy that ultimately contributed to the end of the Cold War. Today, we see Donald Trump adopting a similarly confrontational approach, but this time on the …

Even those expected to back Trump’s tariff move are responding with unease. Over the weekend, that unease turned to hostility. For a policy designed to protect the United States, the coalition of defenders is surprisingly small. This weekend, Elon Musk …

At the current rate of production, known gold reserves will be exhausted in roughly twenty years. Finding new sources will only become more expensive, but in the meantime, mining company stocks are performing exceptionally well. The gold miners index on …

Market stress puts classic stock-bond correlation to the test

AllianzGI creates private markets division, names Jozan as head

Roelof Salomons: ‘Increased frequency of internal memos’

Transfers: Nagelmackers, HF Quarters, Edmond de Rothschild, Allianz GI

Wealth managers revisit small crypto allocations in portfolios

Oil stocks are a very cheap hedge against inflation

CSSF flags persistent AML gaps at investment firms

“Tear down this wall”

Trade war triggers rift among Trump loyalists

When gold runs out