Bitcoin’s persistent popularity is reigniting portfolio debates among European wealth managers. With infrastructure improving and regulatory frameworks maturing, more firms are considering a small crypto allocation, typically one to five percent, as part …

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing greater investment discipline. However, an increasing oil supply is dampening short-term expectations. Investors in the energy sector are looking back on lean …

Anti-money laundering compliance has become a defining test for Luxembourg’s investment sector. At a closed-door AML/CFT conference on 28 March, the CSSF warned of persistent governance gaps, just as EU reforms raise the bar for compliance. At its annual …

In the 1980s, Ronald Reagan became known for his hardline stance against the Soviet Union—a strategy that ultimately contributed to the end of the Cold War. Today, we see Donald Trump adopting a similarly confrontational approach, but this time on the …

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 …

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 …

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, …

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 …

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 …

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 …

Wealth managers revisit small crypto allocations in portfolios

Oil stocks are a very cheap hedge against inflation

CSSF flags persistent AML gaps at investment firms

“Tear down this wall”

Trade war triggers rift among Trump loyalists

When gold runs out

Chart of the week: generation gap

Morningstar: GuardCap vs. Fundsmith in global equities

Vincent Juvyns joins ING Belgium as chief investment strategist

Asset managers launch uniform calculation for avoided emissions