ASML shares took a hit last week, after the company had risen in January to become Europe’s largest listed company. That has once again fuelled the question of whether the Dutch chip-equipment maker has become too big, too loved and too expensive. But how …

America has the most crypto-friendly president ever. Donald Trump has created a bitcoin reserve for the government. He has released crypto criminals. Americans can now include crypto in their pensions. And he halted Biden’s strict crypto policy. If …

In the new multipolar world order, globalization is a thing of the past. Yet Charu Chanana, chief investment strategist at Saxo, still advises investors to allocate capital across continents. She recently flew in from Singapore for a European roadshow …

Sustainable funds recorded their first full year of net outflows in 2025, after investors withdrew 84 billion dollars from ESG strategies worldwide, according to Morningstar data. While the headline figure suggests a sharp break with previous years, …

The appointment of Kevin Warsh as the new chair of the Federal Reserve was met with relief by markets worldwide. Gold crashed 9 percent, silver 28 percent. It was not only American investors who reacted. The whole world was watching. And that is exactly …

With a new Fed chair on the way, subject to approval by the U.S. Senate, it seemed like a good moment to take another look at “inflation.” And especially at inflation expectations, because they largely determine the behavior of consumers and investors …

Valuation sits at the heart of Luxembourg’s private markets ecosystem, yet supervisors remain unconvinced that current practices are consistently robust. Speaking at an event organised by Kroll and the Association of the Luxembourg Fund Industry, the …

Multi-asset benchmarks assume costless and frictionless implementation, setting a high bar for allocation funds to outperform after fees. Even so, these “one-stop-shop” solutions remain appealing for many investors. Allocation funds offer a readily …

Luxembourg has renewed the mandate of Claude Marx as director general of its financial regulator, extending his leadership of the Commission de Surveillance du Secteur Financier for another five years as the authority marks a decade of profound …

Chinese equities have outperformed Wall Street for two consecutive years, yet the label ‘uninvestable’ continues to stick, analysts say, in the wake of the tech crackdowns and the still-unfolding property crisis. In January, China equity funds recorded …

As ASML tops Europe, questions about the ‘Winner’s Curse’ return

The great bitcoin illusion

Saxo strategist: ‘Even in a fragmenting world, it is best to invest with regional diversification’

Record outflows from ESG funds, but that’s not the full story

Why the Fed is special and why Warsh’s appointment matters

Chart of the week: inflation concerns, unfiltered

CSSF questions robustness of valuation practices

Morningstar: MFS vs T. Rowe Price in USD moderate allocation

Luxembourg renews Claude Marx’s mandate as CSSF chief

Five-year plan guides renewed China allocation