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Date
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April 7, 2025
Asset Allocation

Trade war triggers rift among Trump loyalists

Even those expected to back Trump’s tariff move are responding with unease. Over the weekend, that unease turned to hostility. For a policy designed to protect the United States, the coalition of defenders is surprisingly small. This weekend, Elon Musk …
April 7, 2025
Investing

When gold runs out

At the current rate of production, known gold reserves will be exhausted in roughly twenty years. Finding new sources will only become more expensive, but in the meantime, mining company stocks are performing exceptionally well. The gold miners index on …
April 7, 2025
Opinion

Chart of the week: generation gap

This week marked the 22 nd edition of the Mining Forum Europe in Zurich. For a long time, it was an insider-only event mainly attended by mining companies, but with the recent surge in the gold price, there was much more room this time for a broader, …
April 4, 2025
Expert Panel

Morningstar: GuardCap vs. Fundsmith in global equities

The 2025 stock market got off to a turbulent start. The once unwavering confidence in U.S. equities—particularly the Magnificent 7—is beginning to show cracks. At the same time, European and Chinese stock markets have surged out of the gate, a scenario …
April 4, 2025
Transfers

Vincent Juvyns joins ING Belgium as chief investment strategist

Vincent Juvyns will join ING Belgium as chief investment strategist on 15 April, after twelve years at J.P. Morgan Asset Management. He will lead the local strategy team within the Investment Office and serve as the public face of ING Belgium’s investment …
April 3, 2025
Platforms

Asset managers launch uniform calculation for avoided emissions

Sustainability experts have reached an agreement on an objective approach for calculating avoided CO ₂ emissions. On Thursday, a dozen asset managers introduced a harmonized, open methodology that allows for meaningful comparisons of economic activities …
April 3, 2025
News

Investment Officer Luxembourg starts weekly newsletter in French

Dear reader, Our recent reader survey made clear that a portion of our Luxembourg readership is interested in reading our articles in the French language. Introducing l’Hebdo IO Luxembourg In response, Investment Officer Luxembourg is introducing l’Hebdo …
April 3, 2025
Asset Allocation,Asset Managers,Supervision

Private debt under scrutiny as market complexity grows

Private debt continues to grow in Luxembourg, but regulators and fund professionals warn that complexity, leverage and inconsistent investor demands are making the market harder to navigate. “The challenge right now is the lack of visibility,” said …
April 3, 2025
Transfers

Transfer Thursday: Nordea IM, Palana, Lombard Odier

This week’s overview of career moves in and around the Luxembourg financial centre includes hires at Nordea Investment Manages and Lombard Odier, a promotion at Sofindev, and a new business development lead at Oceanside Financial Services. We also …
April 2, 2025
Asset Allocation

‘Liberation Day’ reignites a classic trade debate

The US, so the argument goes, needs to start making things again, and demand fairer treatment from friends and foes alike. Now, both critics and supporters of tariffs are dusting off the work of Nobel prize-winning economist Paul Samuelson to justify …