It has been an eventful year so far for emerging market debt. Investors have enjoyed strong returns in US dollars, with the JPM GBI-EM Global Diversified index gaining 11.4 percent through July. India’s weighting in the benchmark has increased, but not …

Those who stepped in after the announcement of US import tariffs (April 2) gained almost 30 percent. What comes next, and where should investors put their money? Every now and then, it is useful to reread what has been written: let’s revisit the economic …

Far fewer deals, much less fresh capital: private equity managers have had a particularly hard time in recent months. A shake-out seems likely, specialists believe. The sector has run into its limits. Uncertainty over trade tariffs, inflation, and …

This week’s international overview of people transfers and appointments includes updates from Partners Group, PWC Luxembourg, the Bankers Investment Trust, and FNZ. Partners Group Tarak Mehta has joined Partners Group as partner and co-head of the firm’s …

Luxembourg’s financial regulator, the Commission de Surveillance du Secteur Financier (CSSF), has published its 2024 annual report, and the message is clear: the fight against money laundering and terrorist financing (AML/CFT) remains at the heart of its …

The fee structure of an investment fund is more than a contract: it is a barometer of trust between fund manager and investor. Nothing frustrates a client more than paying a performance fee in a year with a negative total return, even if the manager has …

Withholding tax reclaims are often slowed by factors outside an investor’s control. Yet, understanding when refunds should arrive is a severely underused investment tool for improving financial planning and control. In my previous contribution , I focused …

What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies? It is important to distinguish between the short and the long term. It was increasingly surprising that financial markets managed, with great …

Artificial intelligence is still at the beginning of its growth curve, but both the infrastructure and the valuations behind the boom show signs of strain. For investors, the opportunity is undeniable, yet so are the risks. Nvidia chief executive Jensen …

Historically, US smallcaps have outperformed their European peers, with a difference of about 1.5 percent to 2.5 percent over 5-, 10- and 15-year periods, depending on the timeframe. In the first seven months of 2025, however, the situation has been …

Morningstar: India has yet to win over hearts of EM debt investors

Investing in the US or in Asia?

Bleak half-year: private equity hits its limits

Transfers: Partners Group, PWC, Bankers Trust, FNZ

CSSF tightens stance with sharp rise in sanctions

AssetCare: fee structures in private equity and hedge funds

WTax: Clearer tax reclaim timelines mean smarter planning

Work ennobles (less and less)

AI infrastructure spending boom raises questions on valuations

Morningstar: Dimensional versus Neuberger Berman in US smallcaps