Opinion

Opinion
May 21, 2024

Where is the recession?

In recent months, there has been a notable absence of discourse surrounding the prospect of a…
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Opinion
May 15, 2024

Europeans don’t need or want to work like Americans

According to Nicolai Tangen, head of Norway’s sovereign wealth fund, Europe is less hard-working…
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Investing
May 13, 2024

Inflation and the power of information

Inflation is rearing its head again, and many fear a rerun of the 1970s scenario. But here’s the…
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Opinion
May 7, 2024

Where is the silver bullet for a strong capital markets union?

Strengthening the capital market union is a priority in Brussels. Recently, former Italian Prime…
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Investing
May 6, 2024

A grim macro picture

The U.S. economy has long enjoyed what might be called a Goldilocks scenario: robust growth paired…
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Opinion
April 30, 2024

ECB: Practice what you preach!

I devour every speech and interview given by ECB board members, relishing each word. Yet, despite my…
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Investing
April 29, 2024

Is the yuan ripe for devaluation?

China is currently navigating a precarious situation reminiscent of the mythical dilemma between…
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Opinion
April 25, 2024

Loan origination funds; exploring the evolving framework

Loan origination activities under the EU’s second Alternative Investment Fund Management Directive…
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Opinion
April 24, 2024

Luxembourg’s fund industry needs a front office

“Fund managers are making record bonuses” is a headline often heard in London, Frankfurt, and Paris…
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Opinion
April 22, 2024

The 5 percent rule!

At the time of writing, the “mother of all equity indices,” the S&P 500 Index, is down a significant…
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Marc Meyers and Sebastiaan Hooghiemstra of Loyens & Loeff Luxembourg
Opinion
April 17, 2024

Part II UCIs: The ELTIF Fund Regime of choice?

Fund sponsors increasingly explore ways to facilitate access by retail investors to private assets…
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Opinion
April 16, 2024

Geopolitical Risks

In the financial markets, geopolitical risks often exhibit a binary nature: for a long time, they…
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Opinion
April 15, 2024

Supply in bonds and equities

This week, the following chart from the Financial Times caught my attention. It shows the net…
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Opinion
April 11, 2024

Dora is ‘around the corner’

The first quarter of 2024 has lapsed and there are only less than three quarters to go for the…
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