While this week’s spike in copper prices may have grabbed headlines, veteran mining executive Ernest Mast, based in Toronto, believes it signals something deeper: a market entering a structural phase shift, complicated by geopolitics, policy, and …

Emerging markets extended their strong start to the year with another solid quarter. The Morningstar EM TME Index rose nearly 3 percent in Q2, outpacing the Morningstar Global TME Index, which gained 2.5 percent. As a result, emerging markets have now …

Large language models may seem brilliant at making predictions, but often it’s just memorization. And that has implications for investors relying on LLMs for economic analysis. What if I told you that I know exactly what inflation was in June 2015, that …

A combination of increased volatility and ongoing political and economic uncertainty is pushing financial institutions in Europe and Asia toward bonds. Asset allocators at several hundred of these firms expect to significantly increase their allocation to …

This week’s overview of people transfers and appointments includes updates from Mirabaud, Alfi, Carmignac and River Global. BIL’s Serrurier-Hoël appointed CEO of Mirabaud Émilie Serrurier-Hoël has left Banque Internationale à Luxembourg (BIL) and has …

Degroof Petercam, once a pillar of Belgian finance, has now been fully absorbed into the Indosuez group in Luxembourg, marking the end of its independent operations in the Grand Duchy. Indosuez Wealth Management, part of France’s Crédit Agricole group, on …

The development of artificial intelligence (AI) is set to transform many industries. In addition to the software sector, heavy industry and mining may be among the biggest winners, according to experts. Rolando Grandi, CFA, has closely followed …

It’s a question that concerns every asset manager: to what extent are defense and weapons stocks compatible with the sustainable principles of ESG? A joint report by the labeling organizations Forum Ethibel (Belgium) and LuxFLAG (Luxembourg) doesn’t …

Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the bond vigilantes have run wild. But there is also unrest in the Japanese bond market—and perhaps that should worry us even more. In August two thousand …

Washington’s revived protectionism is putting fresh pressure on the Federal Reserve. Investors are once again bracing for trade disruption, rising inflation, and slower U.S. growth. For now, Asia is taking the first hit. Donald Trump on Monday released a …

No easy fix for world’s copper deficit, says industry executive

Morningstar: JPMorgan vs. Polar Capital in emerging markets equities

What if your economic memory is too good?

Asset allocators mainly want to boost bond investments

Transfers: BIL’s Serrurier-Hoël appointed CEO of Mirabaud

Indosuez completes Luxembourg integration of Degroof Petercam

Cyclical sectors benefit most from artificial intelligence

Investing in defense and ESG: three perspectives, no consensus

Jan Longeval: ‘Turbulence in the Japanese bond market’

Trump’s new tariffs shake up inflation outlook and Fed planning