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Date
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April 22, 2025
Opinion

Chart of the week: roulette policy

Whether you walk away believing that President Trump will make the world “fairer,” dream of Trumpian tax cuts and deregulation, or recoil at his trade wars and extreme unpredictability, the harsh reality is that all of it inevitably comes with more …
April 18, 2025
News

Trump wants Powell out. The supreme court might offer a way

President Donald Trump believes Jerome Powell is standing in his way. He has repeatedly threatened to fire him, but there is no clear legal path to make that happen. Last week, however, the Supreme Court left the door slightly ajar. Trump on Thursday …
April 17, 2025
Asset Allocation,Technology

AI brings new clarity to bond market liquidity forecasting

Artificial intelligence is fast becoming a game-changer in fixed-income investing, offering powerful new tools to understand and forecast bond market liquidity, an essential metric for active bond managers and institutional investors. Traditionally, bond …
April 17, 2025
Transfers

Transfers: Atenor, M&G, Ares, Mandatum, Lombard Odier, AXA

This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Atenor, M&G, Lombard Odier, Mandatum, Ares Management, and AXA Investment Managers. Atenor appoints Denys as BeLux country director Atenor has named …
April 17, 2025
Opinion

What AI can (and can’t) do in investment practice

In a world where artificial intelligence (AI) is increasingly permeating the financial sector, institutional investors are understandably asking the question: how much does ChatGPT really know about finance? The answer is more nuanced than many might …
April 16, 2025
Fund Interview

Former Kempen team finds adventure at Lightrock

A year after the launch of Lightrock’s first public fund, fund managers Chris Kaashoek and Maarten Vankan say that in 2023, the adventure led them to the British private equity investor. “We were given a unique opportunity to build an asset manager from …
April 16, 2025
Opinion

Your house won't fund the future

The conversations around the family dinner table during the market turmoil caused by Trump’s tariffs were likely very different in the US and the EU. In the US, families worried about falling retirement savings. In the EU, the focus was more on …
April 15, 2025
Fund Interview

‘Only a deep recession can seriously threaten high yield’

According to experts, it takes a lot to bring down the global high-yield market. The high effective yields help absorb rising credit losses in a recession. The escalating trade war has not left high yield untouched. In the US, risk premiums rose by a …
April 15, 2025
Investing

‘US trade deficit is a mathematical problem, not a political one’

High US import tariffs are meant to help reduce the budget deficits of the United States. “Whoever the next two or three presidents may be, they will face exactly the same problem: the country must find a way to reduce its deficits. Because they are …
April 15, 2025
Opinion

Global trade after Trump

Following Donald Trump’s “Liberation Day,” investors are grappling with a fundamental question: Is a trading order possible that is less dependent on the United States? Or are we on the brink of a new Great Depression, as some doomsayers suggest? The …