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Opinion
Investing
July 11, 2022
Chart of the week: don’t be blindsided by recession
The ISM Manufacturing Index, also known as the purchasing managers’ index, fell more than expected…
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Opinion
July 6, 2022
Disruptive innovation: the iPhone as game changer for investors
Fifteen years ago, I bought my first iPhone in Denver, Colorado. Not entirely coincidentally, I was…
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Opinion
July 4, 2022
Chart of the week: A sudden halt to spending
German consumer confidence has fallen to its lowest level ever, it became clear last week. Never…
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Opinion
July 1, 2022
Grow to fight climate crisis
More economic growth means more population growth, according to Thomas Malthus. The demographer and…
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Opinion
July 1, 2022
In Flux: Industry 4.0 as the ‘new Ucits’
In Luxembourg’s financial sector, ‘the new Ucits’ is an informal but widely recognised label that…
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Opinion
June 27, 2022
Chart of the week: 'Growthless'
The Atlanta Fed GDPNow real GDP forecast for the second quarter stands at exactly 0 percent. So no…
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Opinion
June 24, 2022
In Flux: A black Bloomsday
Luxembourg has witnessed that European integration still has its limits, even when war rages on…
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Investing
June 23, 2022
What can stop the Fed?
The Federal Reserve is doing something else than what it says it is doing. At last week’s FOMC…
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Opinion
June 20, 2022
Chart of the week: are profits the next domino?
The global economy is cooling significantly and a large number of countries are at risk of recession…
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Opinion
June 16, 2022
A brave new world for investors
In the autumn of 1997, both in Europe and the United States, the ten-year interest rate fell towards…
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Most recent
Asset Allocation
Each week Hormuz stays shut costs Europe 0.1% of GDP
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Opinion
Correlation is not causation
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Asset Managers
Blackrock sees no shift in sustainability approach
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Investing
Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’
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Asset Managers
Quintet: In times of uncertainty, client contact becomes a competitive edge
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