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Date
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March 14, 2025
Asset Allocation,Investing

Emerging markets regain appeal as US equities look overvalued

Emerging markets may finally be ready to take the spotlight. Years of underperformance and low valuations have created room for a rebound, just as US equities appear fully priced. With Chinese tech leading a quiet rally and capital flows poised to …
March 14, 2025
Expert Panel

Morningstar: AXA versus Columbia Threadneedle in European listed real estate

Beyond the human suffering, the COVID-19 pandemic had far-reaching consequences for numerous sectors, particularly the real estate sector. Some market segments are still searching for a new equilibrium. Unlike the 2007-2008 crisis, attention this time has …
March 13, 2025
Asset Managers,Asset Servicing

Luxembourg sees an opportunity in European pension reform

With EU citizens holding around 34 trillion euros in savings—one-third of which sits in bank deposits—Luxembourg sees an opportunity in European pension reform.  The Pan-European Personal Pension Product (Pepp), an EU initiative designed to offer a …
March 13, 2025
Transfers

People moves: Christophe Santer to lead bunch into Luxembourg

This week’s overview of transfers and other people moves in and around Luxembourg includes updates from Berlin-headquartered private markets fintech bunch, Cube Infrastructure Partners, fund administration group Gen II and real estate developer Edge. …
March 12, 2025
Asset Allocation,News

Wall Street looses patience with Trump

It was the day Wall Street lost patience with President Donald Trump. Monday’s selloff was swift, messy, and impossible to recover, as investors recoiled from a tech slump, tariff-inspired fears, and fresh jitters over the economy. A decisive nudge came …
March 12, 2025
Opinion

Most people in Luxembourg have no clue about the fund industry

In Luxembourg—a glorified back office—we all know someone who toils away in fear of financial regulators, mindlessly crunching numbers and churning out reports, yet unable to explain the fund industry's role in society. And that’s a real shame. So, let’s …
March 11, 2025
Asset Allocation,News

German economy can grow 5% in 2026, says IW economist

When Friedrich Merz echoed Mario Draghi’s famous words last week, he knew exactly the reaction he would provoke. ‘Whatever it takes’ is no neutral phrase in Europe. It is a statement that takes financial markets back to the euro crisis of 2012, when the …
March 11, 2025
News,Wealth Managers

J. Safra Sarasin takes control of Saxo Bank in €1.1 bln deal

Saxo Bank has a new majority shareholder: Swiss private bank J. Safra Sarasin, part of the Brazilian J. Safra Group. The private bank, the sixth-biggest in Switzerland, is acquiring the stakes held by Chinese automotive group Geely and Finnish asset …
March 11, 2025
Opinion

When the bubble bursts

On 10 March 2000, the Nasdaq peaked at 5048.6 points – a moment that no one recognised as such at the time, but which, in retrospect, marked the beginning of a freefall that would wipe out 77 percent of the market's value. Now, 25 years later, inevitable …
March 10, 2025
Products

‘Scale will also be decisive in quant investing’

While some players are abandoning quant investing, others are expanding their positions in this domain. Scale is becoming increasingly important in quant investing, says Weili Zhou, Deputy CIO and Head of Quant Investing at Robeco, home to the largest …