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Market research
Speculation Surge: How to Navigate U.S. Equity Euphoria Post...
Investing
Luxembourg’s new carry tax regime reflects global ambitions
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Luxembourg’s Theaterplaatz. Photo by Ulrich Lantermann via Wikimedia.
News
today

Border no longer defines Luxembourg’s financial workforce

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Isabel Gomez Vidal. Photo: Alter Domus.
Transfers
today

Transfers: Alter Domus, State Street, Ogier, Arendt, Citi, Triodos

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Anne Gram
Opinion
today

In the long run, optimists still win

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Fund Interview
Yesterday

Carmignac’s flagship fund stages a comeback, without the crowd

After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of…
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Han Dieperink
Opinion
Yesterday

Déjà vu: from Internet revolution to AI revolution

Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and…
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Vlaggen buiten een gebouw van de VN
Asset Allocation
August 5, 2025

Dutch pension funds are rethinking government bonds

Dutch pension funds are rethinking government bonds, sparking a shift that could ripple through…
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WTax - Reuben John
Taxation
August 5, 2025

WTax: The hidden cost of extra time

Longer withholding tax reclaim windows can be useful but faster recoveries deliver better results…
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Image generated via Dall-e/AI.
Technology
August 4, 2025

Luxembourg lays foundation for a digital sovereign debt strategy

Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital…
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Afbeelding van kirill_makes_pics via Pixabay
Asset Managers
August 1, 2025

Morningstar: Allianz vs JP Morgan in multi-asset income funds

Allianz GI and JP Morgan AM take different paths to multi-asset income: one prioritises yield, the…
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Jeroen Blokland
Opinion
July 31, 2025

Chart of the week: The Next Catalyst

Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
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Italy's Leonardo SpA produces unmanned helicopters. Photo: Leonardo.
Asset Allocation
July 31, 2025

ESG funds increasing exposure to defense, data confirms

ESG investment funds in Europe have sharply increased their exposure to defense stocks, according to…
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Liliane Spiridon was named chief executive officer of Aon France. Photo: Aon.
Transfers
July 31, 2025

Transfers: Aon, Allianz, Mimco, and SnapSwap

This week’s overview of senior appointments and leadership changes includes updates from Aon France…
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Luxembourg's Finance Minister Gilles Roth speaking at a conference earlier this year. Photo: IO.
Investing
July 30, 2025

Luxembourg’s new carry tax regime reflects global ambitions

A new tax regime, set to take effect in 2026, has been designed to update how carried interest is…
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EU Commission President Ursula von der Leyen and US President Donald Trump meeting on Sunday. Photo: Fred Guerin, European Union.
Investing
July 29, 2025

EU promises big, hoping Trump doesn’t read the fine print

On Sunday, Brussels bowed to demands from across the Atlantic. Some call it a strategic blunder…
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European markets: Day vs night. Illustration generated via Dall-e AI.
Investing
July 29, 2025

‘The 24/7 trading trend is becoming increasingly inevitable’

European stock exchanges are edging closer to 24-hour equity trading, but cautiously and unevenly.
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Han de Jong
Opinion
July 29, 2025

Ruffling feathers in finance

Treasury Secretary Bessent suggests reviewing the Fed, an idea that’s ruffling feathers in central…
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Most read

Luxembourg’s Theaterplaatz. Photo by Ulrich Lantermann via Wikimedia.
News

Border no longer defines Luxembourg’s financial workforce

Read more
Afbeelding van Leo Serrat via Unsplash
Fund Interview

Carmignac’s flagship fund stages a comeback, without the crowd

Read more
Isabel Gomez Vidal. Photo: Alter Domus.
Transfers

Transfers: Alter Domus, State Street, Ogier, Arendt, Citi, Triodos

Read more
Vlaggen buiten een gebouw van de VN
Asset Allocation

Dutch pension funds are rethinking government bonds

Read more
Han Dieperink
Opinion

Déjà vu: from Internet revolution to AI revolution

Read more

Fund analysis

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Opinions
More opinions

Anne Gram
Opinion
today

In the long run, optimists still win

Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of…
Read more
Han Dieperink
Opinion
Yesterday

Déjà vu: from Internet revolution to AI revolution

Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and…
Read more
Jeroen Blokland
Opinion
July 31, 2025

Chart of the week: The Next Catalyst

Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
Read more

Partner news
Our partners

Banque de Luxembourg Investments
August 4, 2025

The global economy is bumping along

The global economy is bumping along, awaiting the impact of recent fiscal support measures announced...
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Schroders
August 1, 2025

What would stagflation mean for equity investors?

According to Duncan Lamont, CFA Head of Strategic Research at Schroders, history suggests that in an...
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Baillie Gifford
July 31, 2025

Sustainable fashion can deliver strong returns

How many pairs of jeans do you own? Did you buy them new, or did you go to a second-hand store to…
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Capital Group
July 31, 2025

Capital Group | Tariff resilience: What makes some companies stand strong?

As the 90-day pause on country-specific tariffs ends, a strategic focus on which companies are built...
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IO Talks LU 3
March 16, 2025

Podcast
IO Talks Video: What will define the success of Luxembourg in the next ten years?

IO Talks LU 3
March 16, 2025

Podcast
IO Talks Video: What will define the success of Luxembourg in the next ten years?

Market Research
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2025-08-06
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Speculation Surge: How to Navigate U.S. Equity Euphoria Post-Tariffs
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UBS Asset Management
Mega Funds Drive Resurgence in Infrastructure Fundraising Amid High-Rate Backdrop
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Schroders
US Renewables Reset: Why Wind and Solar Still Have the Edge
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Janus Henderson
Tariffs and the Inflation Trap: Why Policy Missteps Could Rekindle Price Pressures
2025-08-05
Nuveen
Navigating Crosscurrents
2025-08-05
Northern Trust
The Great Unwind

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Baillie Gifford

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Banque de Luxembourg Investments

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Janus Henderson

Janus Henderson

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La Française

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Nordea Asset Management

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RBC BlueBay Asset Management

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Schroders

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Storebrand & SKAGEN

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Van Lanschot Kempen Investment Management

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