Opinion

Opinion
April 4, 2024

Asset managers don’t come to Luxembourg for the weather

Sparked by a thought-provoking piece from Gregory Kennedy, the debate about Luxembourg as an…
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Investing
April 2, 2024

Repeat offender

France reported a few weeks ago that its already exorbitant budget deficit of 4.9 per cent of French…
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Sector
March 27, 2024

Parts of the fund industry need urgent restructuring

Every now and then, my development team informs me that they need to take a pause from future…
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Opinion
March 26, 2024

It’s ECB watchers time!

As the last vestiges of winter’s chill give way to the vibrant blooms of spring, the financial…
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Investing
March 25, 2024

Forget about bubble spotters!

Over the past year, Nvidia’s stock has soared by more than 200%, igniting talks of a “bubble” among…
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Paul Moody, Managing Director, CFA Institute.
Sector
March 21, 2024

ESG funds thrive amid denial

In a world inundated with political polarisation and partisan scepticism, it’s easy to get lost in…
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Opinion
March 20, 2024

New Solvency II rules – A boost for Eltifs?

On 19 January 2024, the Council of the European Union published the final compromise containing…
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Raymond Frenken
Sector
March 19, 2024

Defence investments dilemma is tough test for ESG

As European skies darken with the storm clouds of geopolitical tensions, particularly the shadow…
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Asset Allocation
March 18, 2024

China grapples with Western problems

Comparatively minimal macroeconomic news of substance emerges from China; however, the information…
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Asset Allocation
March 15, 2024

Chinese diversification

Chinese stocks are the opposite of US Big Tech stocks in almost every way. They are cheap, but…
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Most recent

Afbeelding van Bilderandi via Pixabay
Expert Panel

Morningstar: Bluebay versus Evli as auto bonds sell off

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Xavier Mangeard and Anke Joubert (Arendt)
Asset Servicing

Arendt launches AI tool to cut Ucits prospectus review times

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Stijn Achten
Transfers

Transfers: Julius Baer, Banking Circle, Northern Trust, Triodos, EB-Sim, Bank of Singapore

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Chair of the Federal Reserve Kevin Warsh speaks during a news conference in Washington on July 29, 2026. Brendan SMIALOWSKI / AFP
Investing

Who are Fed-watchers actually watching now?

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Image: Unsplash.
Investing

In the AI rally, the question now is who earns back the billions

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