3248 results for ""
Date
|
January 22, 2026
Asset Allocation

To European investors ‘sell America’ is noise

Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in Europe are not abandoning the country. Recent market moves, they argue, do not justify a strategic shift away from the U.S., with equities rebounding toward …
January 22, 2026
Transfers

Transfers: Oddo BHF, CSSF, Ogier, Partners, Apollo, FundSight

Simone Westerfeld will join Oddo BHF on 1 June 2026 in the newly created role of deputy chief executive officer, subject to regulatory approval in France and Germany. She is also due to become a member of the management board of Oddo BHF SE in Frankfurt …
January 21, 2026
Asset Allocation,News

Trump forces Europe into strategic rethink

Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s exposure to a world in which geopolitics is once again shaping trade, security and capital allocation. “Everything has changed,” said Sabrina Khanniche, senior …
January 21, 2026
Opinion

Promoting Luxembourg is not sales. It’s translation.

On a humid afternoon here in Singapore, as most afternoons tend to be, I sat across from a fund manager who had built a successful business across Asia but was hesitating about Europe. He was not skeptical. He was curious. He listened carefully as …
January 20, 2026
Private Banks,Wealth Managers

Luxembourg becomes a focal point in European wealth management

Luxembourg is increasingly becoming an operational necessity rather than a strategic option. From independent wealth structuring firms such as Norman K to large private banking groups including Rothschild Martin Maurel, institutions are reinforcing their …
January 20, 2026
Opinion

When everything goes against you, recovery beckons

The global economy is facing significant challenges. Geopolitical tensions are often palpable, and the sharp rise in precious metal prices suggests that fear is widespread, likely driven by a range of perceived threats. Such an environment calls for a …
January 20, 2026
Sector

Why German private banks are lagging behind in a rapidly growing wealth market

While the wealth of affluent Germans is surging, traditional private banks are falling behind. Their dependence on interest income is increasingly clashing with a savings culture that discourages investing. Assets under management at traditional German …
January 19, 2026
Asset Allocation

Trump's return to Davos heralds new age of deglobalization

As global leaders and investors arrive in Davos this week, the central question for markets is no longer whether geopolitics matters, but how quickly political risk is being priced into assets. Donald Trump’s return to the World Economic Forum, where he …
January 19, 2026
Opinion

The chart that investors would rather not see

In the run-up to the Senate elections later this year, a presidential candidate has been making some rather odd moves. After briefly plucking away the president of a, at least on paper, sovereign state, and more or less annexing Greenland, again on paper, …
January 16, 2026
Investing

Morningstar: Cullen vs Robeco in Global Emerging Markets Equity

Emerging markets outperformed developed markets in 2025 for the first time since 2017, driven largely by strong AI and tech gains in South Korea. This week Morningstar compares the Robeco Emerging Stars Equities fund with the Cullen Emerging Markets High …