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Date
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May 12, 2025
Opinion

Chart of the week: Mar-a-Lago: pressure, predicament, and drama

President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the Mar-a-Lago Accord in the history books, securing the hegemony of the US dollar. But for now, it remains something Trump can only dream about. If Trump’s …
May 9, 2025
Expert Panel

Morningstar: Impax vs. Pictet in ecology funds

Sustainable investing has been under pressure for some time, not least due to the policies of U.S. President Donald Trump. This shift in sentiment has also hit ecology funds hard. But Trump is not the only factor. Funds that invest in companies active in …
May 8, 2025
Investing

Tears in Omaha

After more than six decades, Warren Buffett has announced that he will step down as CEO of Berkshire Hathaway at the end of this year. He will hand over the reins to Greg Abel. The announcement followed the annual shareholders' meeting in Omaha, Nebraska. …
May 8, 2025
Transfers

Transfers: S&S, Clifford Chance, Carmignac, NBIM, Fasanara

This week’s overview of people transfers and appointments in and around Luxembourg includes updates from law firms Simmons & Simmons and Clifford Chance, Carmignac, Northern Trust, NBIM, and Fasanara. Simmons & Simmons Law firm Simmons & Simmons has …
May 7, 2025
Asset Allocation,News

Berlin’s reform agenda on shaky ground after failed chancellor vote

Hopes for a fresh reform trajectory for the German economy suffered a serious blow on Tuesday. Friedrich Merz, the man expected to drive the country’s modernisation as chancellor, failed to secure a parliamentary majority during a first vote in the …
May 7, 2025
Opinion

The true strength of Buffett: loyalty to a simple strategy

Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era. Warren Buffett is often portrayed as a financial genius whose returns are unmatched. But behind the impressive numbers of Berkshire Hathaway lies no secret …
May 7, 2025
Opinion

Salary indexation will kill our fund industry

The latest automatic salary hike in Luxembourg landed on Workers’ Day. Cheers all around, but will rising costs hurt the fund industry? On the 29th of April 2025, I and every single person receiving a salary or pension in Luxembourg received some …
May 6, 2025
News,Sector

As banking grows more complex, ABBL pleads for structural reform

With mounting pressure on housing, cybersecurity, and talent retention, Luxembourg's bankers are calling for a policy reset. Industry group ABBL considers its blueprint as essential to maintaining Luxembourg's edge in an increasingly complex banking …
May 6, 2025
Investing

Investing is a game of mistakes

Investing is a game of mistakes; the one who makes the fewest mistakes wins. In that sense, investing has more in common with soccer than one might initially think. And that’s exactly what made Johan Cruyff so uniquely suited to share his genius—with …
May 5, 2025
Asset Allocation,Investing

Euro rally exposes compounding risks in unhedged portfolios

European investors risk a double hit from the recent currency moves, as a falling dollar and resurgent euro erode returns on unhedged US assets and weigh heavily on the earnings of European companies with substantial dollar exposure.   The euro’s sharp …