For more than a century, it has been “very unwise” for investors to position themselves against the United States, according to professor Paul Marsh of London Business School. The US is likely to remain dominant in terms of market size in the future, but …

Law firm DLA Piper has appointed Cathrine Foldberg Møller as partner in its finance practice in Luxembourg. She advises financial institutions on regulatory matters across banking, payments, investment services and financial promotions. She joins from …

Luxembourg’s financial regulator has updated its supervisory priorities for sustainable finance for 2026, reinforcing scrutiny of sustainability disclosures, governance frameworks and portfolio alignment across the financial sector. In a March update …

With the restoration of the negative correlation between equities and bonds, the structure of strategic asset allocation is once again under debate among asset owners and asset managers. Was the shift away from the traditional 60/40 portfolio towards a …

The sharp rise in the Swiss franc following U.S.–Israeli strikes on Iran has brought an issue back into focus that many believed had been settled: negative interest rates in Switzerland. The Swiss National Bank resorted to verbal intervention on Monday …

Stocks follow earnings per share. Over the long term, the correlation between earnings growth and share price performance is as high as 98 percent. Everything else is noise. Macro fears, geopolitical tensions, quarterly results that fall short by a …

Oil and gas prices rose sharply on Monday as investors assessed the implications of U.S.-Israeli airstrikes on Iran and Tehran’s retaliation, with markets focused on whether the conflict risks widening. The United States and Israel launched strikes on …

Markets enter the week facing not simply another geopolitical headline, but the prospect of a structural energy repricing. After US-Israeli strikes killed Iran’s supreme leader and Tehran retaliated across the region, investors are bracing for a sharp …

When a US private credit fund closed its exit window to investors, confidence immediately came under pressure. The question is no longer just what went wrong, but whether the mechanisms underpinning these semi-liquid funds are functioning precisely as …

AI is not a bubble by definition. But the investment wave surrounding it is. The first hairline cracks are now clearly visible, and comparisons with the run-up to the global financial crisis are becoming hard to dismiss. The largest technology companies …

The end of US exceptionalism? Not quite.

Transfers: DLA Piper, RBC Bluebay, HSFK, JP Morgan AM, Anthos, Blackrock

CSSF tightens ESG supervision as EU rulebook shifts

Investors reassess strategic asset allocation as negative correlation returns

Negative Swiss rates back in focus as Franc surges

Share prices follow earnings, always

Oil, gas prices take center stage in market reaction to Iran strikes

Iran’s oil shock puts the Teflon-market thesis to the test

The Blue Owl saga has become a real-time test of semi-liquid funds

Chart of the week: the outlines of a new credit bubble