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News
Asset Allocation
February 19, 2025
Germany votes: a return to the 1930s or stability of the 1990s?
Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For…
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Opinion
February 19, 2025
‘Animal spirits’
The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
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Investing
February 18, 2025
BLI’s Wagner: Trump’s unpredictability makes market forecasts a gamble
BLI’s cio Guy Wagner unpacks Trump’s unpredictability, US market dominance, and shifting investment…
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Investing
February 18, 2025
US inflation figures pressure private equity stocks – history suggests buying
US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent…
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Laws and Regulations
February 17, 2025
Frédéric Vonner (PwC) on streamlining ESG-regulations: “More attention to transition investing needed”
The European Commission has pledged to simplify regulations for sustainable funds this year…
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Opinion
February 17, 2025
Chart of the week: Powell vs Trump, interest versus rhetoric
A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
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Investing
February 14, 2025
Masterpieces or market assets? The fine line between art and commerce
With some exceptions, investors have tended to view art as a niche asset class—volatile, illiquid…
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Expert Panel
February 14, 2025
Morningstar: Robeco versus Blackrock in Financials
Investors have plenty of choices. The financial services sector encompasses a diverse universe from…
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Investing
February 13, 2025
‘Fantastic returns on cat bonds’
The increased likelihood of natural disasters due to climate change does not make investing in…
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Transfers
February 13, 2025
Transfer: Dirkmaat appointed director Business Development Benelux at Federated Hermes
This week’s overview of transfers and appointments in and around Luxembourg includes one update from…
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Most recent
Investing
India gains recognition as diversification anchor
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Expert Panel
Morningstar: AllianceBernstein vs Pimco in high-yield bonds
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Asset Managers
Investors manage just fine with less research on smallcaps
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Transfers
Transfers: Fidelity, La Française, Partners Group, Palana, Schuman, URW, Robeco
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Investing
Investors favor EM equities over those from the US in 2026
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