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Date
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November 8, 2024
Asset Allocation,News

Trump’s comeback: European bond markets seen as safe haven

Believe it or not, Donald Trump’s return to the White House might just be good news for Europe’s fixed income markets. While U.S. investors brace for renewed protectionism and inflation risks, Europe’s debt landscape is showing signs of …
November 8, 2024
Fund Interview

Value traps loom as western automakers struggle forward

Western carmakers have weathered competition from Japanese and South Korean newcomers in the past. Yet, according to investors, not all will survive the current upheaval, as reflected by the depressed valuations of some legacy automakers.  “These stocks …
November 8, 2024
Expert Panel

Morningstar: Trump's victory boosts U.S. small caps

The election of Donald Trump as President of the United States brings a range of uncertainties. Only once more clarity emerges about the course that will be taken on key issues will the full impact of this election result on the U.S. economy, …
November 7, 2024
News

Macron, Scholz push for a united Europe in the new Trump era

With Donald Trump being re-elected, European leaders are bracing for a seismic shift in transatlantic relations. French President Emmanuel Macron and German Chancellor Olaf Scholz on Wednesday were swift to pledge a new path forward, stressing the need …
November 7, 2024
Asset Allocation,News

Market fallout: Winners and losers emerge from Trump’s win

The unexpected re-election of Donald Trump as President of the United States delivered an immediate shake-up on Wall Street Wednesday, creating clear winners and losers across sectors.  Small-cap stocks surged while renewable energy and long-term bonds …
November 7, 2024
News,Transfers

Transfer Thursday: Carmignac, CMS Luxembourg, Mainstreet

This week’s overview of transfers and appointments in the fund and asset management community in and outside Luxembourg includes updates from Carmignac, CMS Luxembourg, and Mainstreet Partners. Harriet Noble   Harriet Noble has joined Carmignac as a …
November 6, 2024
Asset Allocation,News

Financial markets react nervously to Trump victory and Red Sweep

Financial markets are reacting with both trepidation and anticipation to Donald Trump’s victory in the 2024 US presidential election. The so-called ‘Red Sweep,’ which also sees Republicans take control of Congress, has investors bracing for substantial …
November 6, 2024
Laws and Regulations,Opinion

Time to take a page from Ireland’s playbook

Luxembourg should take a page from Ireland’s playbook and deepen its relationship with the United States. The European Union is gradually eroding the regulatory flexibility and pragmatism that once enabled Luxembourg to attract international investors and …
November 6, 2024
Expert Panel,Wealth Managers

Starting signal for a new Eltif era

Universal Investment’s Martin Groos unpacks the journey of the European Long-Term Investment Fund (Eltif) since its promising launch in 2015, and explores whether recent reforms under "Eltif 2.0" will finally deliver success. The Eltif was launched with …
November 5, 2024
Asset Allocation

Impact investments struggle to stand out against each other

Impact investments still face challenges in differentiating themselves on the very metrics they champion, unlike conventional investments focused purely on financial returns, according to Stephen Liberatore, lead ESG-fixed income portfolio manager at …