Investors are increasingly focused on what the war with Iran could mean for the global economy. The surge in oil prices is reviving fears of stagflation, as higher energy costs threaten to push inflation higher while economic growth comes under pressure. …

Former European Commission president Jean-Claude Juncker warned that Europe risks losing its remaining seats in the Group of Seven as the continent’s economic weight continues to decline in a rapidly shifting global order. “In 15 years, there may not be a …

I recently came across an interesting study about the Fama-French factors, those widely used risk factors that underpin how we evaluate investment performance. The findings should matter to every (institutional) investor. The researchers downloaded …

Even before stock market trading in March had really gotten underway, we already knew this month would end up in the history books. You also have to be particularly creative now to write a column that does not touch on what is happening in the Middle …

A large share of the bond markets currently offers yields that look attractive, above the magical threshold of 4 percent. But the war in the Middle East is fueling fears that inflation could move in that direction as well, which would erode much of the …

Investors continue to shun EUR cautious allocation funds as fixed income regained popularity. Over the past three calendar years, funds in the EUR cautious allocation category saw more than 25 billion euro worth of outflows whereas those in the globally …

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 …

Oil surge raises spectre of 1970s stagflation

Juncker warns Europe could lose all seats in the G7

Noise in the factors

Chart of the week: is this our umpteenth last chance?

Fear of higher inflation dampens optimism around bonds

Morningstar: Invesco vs Cartesio in EUR cautious allocation

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