The recent price weakness in the metals market does little to change the structural pressure on the global commodities supply chain. Due to electrification, AI, and the revival of nuclear energy, demand for metals such as copper, uranium, and graphite …

Imagine you want to invest in corporate bonds and set out to find “the best strategy.” What do you do? You look at what has worked in the past. But what if I told you that most strategies consist of noise? No alpha, no risk premiums, just a statistical …

Just as in politics, certain topics within the financial world are also preferably left undiscussed. A kind of artificial taboo is created, causing people who actually say things as they are to quickly be boxed in. Criticism of what is on paper the …

Early 2026 proved a turbulent period for corporate credit. AI disruption fears and Iran war drove corporate credit spreads wider, with high-yield debt bearing the brunt of the volatility. Spreads have since partially recovered, edging back toward …

The monetary die has been cast in Frankfurt: the European Central Bank (ECB) is going to raise interest rates. And there is a strong chance it will not stop at just one hike. The ECB’s governing council has 27 members: 6 members of the executive board and …

Luxembourg’s role as Europe’s dominant cross-border fund centre may also make it one of the first major testing grounds for the EU’s new anti-money laundering authority, as AMLA turns its attention toward complex private markets structures, fragmented …

For years, European investors treated ETFs as passive building blocks and mutual funds as the natural home for active management. But as active ETFs gain ground, that distinction is becoming harder to sustain. When Piera Elisa Grassi, portfolio manager at …

Demand for Anthropic, OpenAI and SpaceX shares has overwhelmed a secondary market designed for venture firms and insiders. Family offices, private banks and accredited investors are now buying layered claims through structures few of them fully …

Luxembourg’s fund association Alfi has partnered with a local technology firm to help asset managers identify inconsistencies across investor documents, after Luxembourg’s financial regulator warned it may begin carrying out its own disclosure checks. The …

Wars grind on in Ukraine and the Middle East. The United States and China remain locked in unresolved tension. Oil traders are again weighing the vulnerability of the Strait of Hormuz. And yet major equity indices sit close to record highs. In market …

Copper steals the spotlight in the battle for critical metals

The factor zoo in corporate bonds is hot air

Chart of the week: the most independent central bank thrives on dependence

Morningstar: Capital Group vs JP Morgan in Global Corporate Bond – USD Hedged

Clear language from the Eurotower

Luxembourg’s financial machine enters the AMLA era with major readiness gaps

Active ETFs redraw Europe’s investment landscape

Greed, not fraud, is driving the chaos in private AI shares

Luxembourg fund industry seeks to streamline paperwork checks

Teflon markets: why turmoil now reads as stimulus