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David Lloyd
Opinion
July 11, 2025
What if your economic memory is too good?
Large language models may seem brilliant at making predictions, but often it’s just memorization…
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Investing
July 10, 2025
Asset allocators mainly want to boost bond investments
A combination of increased volatility and ongoing political and economic uncertainty is pushing…
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Transfers
July 10, 2025
Transfers: BIL’s Serrurier-Hoël appointed CEO of Mirabaud
This week’s overview of people transfers and appointments includes updates from Mirabaud, Alfi…
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Private Banks
July 9, 2025
Indosuez completes Luxembourg integration of Degroof Petercam
Degroof Petercam, once a pillar of Belgian finance, has now been fully absorbed into the Indosuez…
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Investing
July 9, 2025
Cyclical sectors benefit most from artificial intelligence
The development of artificial intelligence (AI) is set to transform many industries. In addition to…
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Investing
July 9, 2025
Investing in defense and ESG: three perspectives, no consensus
It’s a question that concerns every asset manager: to what extent are defense and weapons stocks…
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Investing
July 9, 2025
Jan Longeval: ‘Turbulence in the Japanese bond market’
Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the…
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Investing
July 8, 2025
Trump’s new tariffs shake up inflation outlook and Fed planning
Washington’s revived protectionism is putting fresh pressure on the Federal Reserve. Investors are…
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Opinion
July 8, 2025
The underestimation of artificial intelligence
Artificial intelligence continues to be underestimated—both in terms of its scale and the speed of…
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Investing
July 7, 2025
Without a real banking union, EU’s investment union is a mirage
The EU’s plan for a Savings and Investment Union risks falling flat unless it completes the banking…
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Opinion
July 7, 2025
Chart of the week: one big beautiful lie
It’s done. With the deciding vote cast—no less—by Vice President J.D. Vance, the “One Big Beautiful…
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Expert Panel
July 4, 2025
Morningstar: Baillie Gifford versus GQG Capital in growth stocks
Global equity investors faced a challenging first half of the year. An optimistic start quickly gave…
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Technology
July 3, 2025
Alto! Amundi casts a European spell on Aladdin
Amundi COO Guillaume Lesage, in an interview, reveals how Alto is trying to break Aladdin’s spell…
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News
July 3, 2025
Hind El Gaidi named LPEA president, succeeding Mansfeldt
Hind El Gaidi, head of Luxembourg at ICG, has been appointed president of the Luxembourg Private…
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