The financial world loves a good comeback story, and in 2024, bonds were hailed as the perfect asset for a rate-cutting cycle. Despite fewer cuts than anticipated, the ‘bonds are back’ narrative itself has returned with renewed vigour. Vanguard seems …

Some macroeconomic indicators carry more weight than others. But does this mean investors always pay attention to the right ones? I doubt it. That’s why, in this column, I focus on a once-reliable recession predictor whose effectiveness is fading, and …

Luxembourg’s private banks are falling short in their digitalisation journey, despite recognising its strategic importance, according to a new survey conducted by KPMG in collaboration with the Association des Banques et Banquiers Luxembourg (ABBL). The …

The European automotive sector is going through a challenging period. Troubling developments have put pressure on the stock prices of European car manufacturers, leading to a decline in their significance within the global equity market. This comes at a …

The number of candidates taking CFA exams has declined again, according to the latest figures. At its peak in 2019, over 270.000 individuals registered, but the most recent figure stalled at 163.000. As is often the case, there are likely multiple …

The collapse of Prime Minister Michel Barnier’s government has pushed France to a critical juncture, marking what some economists are calling “the end of the free ride” for a country long criticised for its fiscal indiscipline. Bond markets meanwhile …

Most fund houses believe the US stock market offers the best opportunities for high returns next year, despite already high valuations. In contrast, the outlook for Europe is bleak. This emerges from a survey conducted by Investment Officer among a dozen …

This week’s overview of transfers and appointments includes news from Lombard Odier, Waystone, Allianz Global Investors, Stepstone, Stibbe, AKD Luxembourg and the European Bank for Reconstruction and Development (EBRD). Jessica Rabut and Stephane …

The world is in a state of constant chaos: political instability in Europe, Trump back in the White House, ongoing wars in Ukraine and the Middle East, and a China struggling with economic recovery. In these turbulent times, making predictions that truly …

This autumn, European regulators have introduced a series of tightened measures targeting key aspects of the region's fund sector. Together, these reforms underscore the shifting regulatory priorities aimed at safeguarding investors while navigating the …

Wait, bonds are back? Still?

Chart of the week: How a forgotten recession indicator is becoming even more important

Survey: Luxembourg private banks fall short in digitalisation

Morningstar: European automotive industry faces difficult times

Certificate inflation

End of France’s free ride sparks Eurozone stability fears

Fund houses see strong opportunities in US stocks

Transfers: Lombard Odier, Waystone, AllianzGI, Stibbe, AKD

Saxo sees demise of Opec, Nvidia rally, and 3D-printed hearts

Eltif 2.0, outsourcing, and tax in focus