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David Lloyd
Opinion
February 25, 2025
"Make Russia Great Again"
For more than eighty years, Europe has been protected under the security umbrella of the United…
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Asset Managers
February 24, 2025
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…
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Investing
February 24, 2025
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…
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Investing
February 21, 2025
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…
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Expert Panel
February 21, 2025
Morningstar: Impax vs. Schroders in global sustainable equities
Sustainable investing has faced a challenging period since 2021, following years of seemingly…
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Investing
February 20, 2025
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…
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News
February 20, 2025
EFG, Edmond de Rothschild signal accelerating consolidation
Separate moves by Swiss-based EFG and Edmond de Rothschild highlight the intensifying competition…
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Transfers
February 20, 2025
People moves: Hottinger, BIL, Marguerite, P1, EFG, Colesco
This week’s update on executive moves in and around Luxembourg includes senior appointments at…
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Asset Allocation
February 19, 2025
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…
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Opinion
February 19, 2025
‘Animal spirits’
The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
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Investing
February 18, 2025
BLI’s Wagner: Trump’s unpredictability makes market forecasts a gamble
BLI’s cio Guy Wagner unpacks Trump’s unpredictability, US market dominance, and shifting investment…
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Investing
February 18, 2025
US inflation figures pressure private equity stocks – history suggests buying
US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent…
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Laws and Regulations
February 17, 2025
Frédéric Vonner (PwC) on streamlining ESG-regulations: “More attention to transition investing needed”
The European Commission has pledged to simplify regulations for sustainable funds this year…
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Opinion
February 17, 2025
Chart of the week: Powell vs Trump, interest versus rhetoric
A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
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