3363 results for ""
Date
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March 25, 2026
Investing

European investors ‘are misreading the cycle’

European investors are approaching the current crisis using analytical frameworks from previous crises. According to chief strategist Mabrouk Cherouane of Natixis Investment Managers, this reflex leads to misinterpretations that directly affect asset …
March 25, 2026
Laws and Regulations,Supervision

Luxembourg slams idea of centralized EU supervision

The elephant in the room, centralized supervision, was impossible to avoid during the Association of the Luxembourg Fund Industry’s annual Global Asset Management Conference in Kirchberg on Tuesday. Though in favor of supervisory convergence, Luxembourg …
March 25, 2026
Investing

Neobrokers and neobanks are putting pressure on wealth management margins

Neobrokers and digital banks are advancing into wealth management and are putting further pressure on margins in the sector. Firms must choose between scale or differentiation to avoid ending up in a so-called “Valley of Death.” That is according to Sjors …
March 24, 2026
Investing

Gold price tumbles as investors ‘lock in’ gains and safe-haven role shifts

The gold price fell sharply on Monday morning, dropping nearly 10 percent in a short period and recording its biggest weekly loss since 1983. Higher inflation, rising interest rates, and a stronger dollar are putting pressure on the precious metal. …
March 24, 2026
Asset Allocation

RMB bonds emerge as hedge in oil shock

RMB bonds may offer an unexpected shelter in a prolonged oil shock, as global fixed income markets struggle to absorb a renewed inflation impulse, according to Allianz Global Investors’ Jenny Zeng. Speaking to Investment Officer , the Hong Kong-based …
March 24, 2026
Opinion

Wars drive innovation

Necessity breaks laws, but it also breaks existing patterns, paradigms, and drives innovation. Necessity is, after all, the mother of invention. Not abundance or curiosity, but circumstances in which delay is not an option. Wars are, in that sense, the …
March 23, 2026
Private Banks,Wealth Managers

Evergreen is no El Dorado, says Indosuez’s Dauman

Evergreen funds are pushing private markets toward a wider investor base. Olivier Dauman of CA Indosuez says that expansion has clear limits. “I think evergreen is a nice evolution of this market. I don’t think it’s the El Dorado of private equity,” he …
March 23, 2026
Opinion

The carbon premium that never existed

Imagine this: you predict stock returns for January 2026 using company data from all of 2026. Data that only becomes available during that year (or even afterward). Sounds absurd? Yet this is exactly the methodological foundation of one of the most cited …
March 23, 2026
Opinion

Chart of the week: laffer’s line

The signals that citizens and businesses are willing to leave their country if the tax burden becomes high enough are increasing rapidly. As a result, an economic theory that is already fifty years old—and long dismissed as meaningless fantasy—is suddenly …
March 20, 2026
Investing

Closed oysters, open ears: how families approach wealth transfer

When it comes to passing on assets, Luxembourg’s wealthy are focused on legacy rather than tax optimization, according to Ellen Brullard, chair of STEP Benelux and counsel at Arendt & Medernach. Anticipation is key, though it is more complex than it …