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Date
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February 24, 2025
Asset Managers,Asset Servicing

Luxembourg’s next move: from Ucits leader to alternatives powerhouse

Long the dominant force in Europe’s cross-border fund industry, Luxembourg is now pivoting towards alternative investments as the asset management landscape shifts. With active fund strategies losing ground to passive mutual funds and ETFs, the Grand …
February 24, 2025
Investing

Trump-Trades fade, leaving investors searching for the next big theme

Investors, once emboldened by the so-called ‘Trump trades’ - long U.S. dollar, short U.S. government bonds, and overweight anything American - are now struggling to identify the next structural theme. The big uncertainty: tariffs. In the immediate …
February 21, 2025
Investing

Poland as a proxy for peace restoration in Ukraine

At the edge of the abyss, the most beautiful flowers bloom. According to Sebastian Kahlfeld, senior fund manager at the German asset manager DWS, Poland, Ukraine’s neighbouring country, offers a proxy opportunity to invest in Ukraine’s reconstruction. …
February 21, 2025
Expert Panel

Morningstar: Impax vs. Schroders in global sustainable equities

Sustainable investing has faced a challenging period since 2021, following years of seemingly unstoppable growth. While investor capital has continued to flow into sustainable funds, the pace has significantly slowed compared to the boom years. Providers …
February 20, 2025
Investing

Private banks: gold has a place in every portfolio

The gold price has already risen by more than 40 percent in a year. Private banks are not deterred by this significant price increase from designating the precious metal as the ideal hedge against geopolitical turbulence in the Trump II era. “Every …
February 20, 2025
News,Wealth Managers

EFG, Edmond de Rothschild signal accelerating consolidation

Two Swiss-headquartered private banks with a significant presence in Luxembourg this week underscored the growing consolidation in European wealth management, each announcing separate acquisitions. The separate moves by EFG and Edmond de Rothschild …
February 20, 2025
Transfers

People moves: Hottinger, BIL, Marguerite, P1, EFG, Colesco

This week’s update on executive moves in and around Luxembourg includes senior appointments at Edmond de Rothschild, P1 Investment Services, EFG International, and Blackrock, alongside key promotions at Marguerite and Colesco Capital. Penny Lovell UK CEO …
February 19, 2025
Asset Allocation,Investing

Germany votes: a return to the 1930s or stability of the 1990s?

Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For decades, German elections have been predictable and uneventful, but this time, much more is at stake—far beyond just the composition of the Bundestag.  The …
February 19, 2025
Opinion

‘Animal spirits’

The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With its luxury restaurants and Italian racing cars, the view of Pudong from Bar Rouge on the Bund resembles the capitalist pinnacle of the communist utopia. …
February 18, 2025
Investing

BLI’s Wagner: Trump’s unpredictability makes market forecasts a gamble

The difficulty in making any kind of financial forecast caused by the rapidly changing policies of newly-in-office right-wing US president Donald Trump got Banque de Luxembourg Investments’s cio Guy Wagner some sympathy during a recent lunchtime outlook …