Thomas Laureys

Zilver
Asset Allocation
January 26, 2026

Silver breaks with tradition as structural shortages take hold

The silver price appears to be breaking with its traditional pattern. Where the metal has…
Read more
Gertjan Verdickt
Opinion
January 26, 2026

The expectations paradox

When everyone expects the same thing, it is time to think differently. A good example comes from…
Read more
Jeroen Blokland
Opinion
January 26, 2026

Chart of the week: you wouldn’t expect it, would you

An insignificant Danish pension fund dumps all its US Treasuries. Financial media eagerly jump on…
Read more
Cape Town - Israel Luvhimbi via Pexels
Expert Panel
January 23, 2026

Morningstar: NinetyOne vs Morgan Stanley in global emerging markets bonds

Local currency government bonds in Latin America and South Africa had a strong year in 2025, while…
Read more
Aerial Photo of Davos
Asset Allocation
January 22, 2026

To European investors ‘sell America’ is noise

Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in…
Read more
Simone Westerfeld. Photo: UBS.
Transfers
January 22, 2026

Transfers: Oddo BHF, CSSF, Ogier, Partners, Apollo, FundSight

The latest appointments and people transfers in Luxembourg and elsewhere’s in Europe’s investment…
Read more
U.S. President Donald Trump addressing the World Economic Forum in Davos on Wednesday.
Asset Allocation
January 21, 2026

Trump forces Europe into strategic rethink

Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s…
Read more
Christophe Santer
Opinion
January 21, 2026

Promoting Luxembourg is not sales. It’s translation.

In Asia, Luxembourg’s challenge is not explaining its rules, but translating stability, judgment and…
Read more
The Luxembourg team at Norman K: Nicolas Mayer and Nicolas L’Hermite (right). Photo: Norman K.
Private Banks
January 20, 2026

Luxembourg becomes a focal point in European wealth management

Luxembourg is increasingly becoming an operational necessity rather than a strategic option. From…
Read more
Han de Jong
Opinion
January 20, 2026

When everything goes against you, recovery beckons

The global economy is facing significant challenges. Geopolitical tensions are often palpable, and…
Read more
Frankfurt, photo by Matthias Münning on Unsplash
Sector
January 20, 2026

Why German private banks are lagging behind in a rapidly growing wealth market

While the wealth of affluent Germans is surging, traditional private banks are falling behind. Their…
Read more
Paul Jackson (Invesco), Michael Krautzberger (Allianz GI), Guillermo Felices (PGIM) and Salman Ahmed (Fidelity)..
Asset Allocation
January 19, 2026

Trump's return to Davos heralds new age of deglobalization

As global leaders and investors arrive in Davos this week, the central question for markets is no…
Read more
Jeroen Blokland
Opinion
January 19, 2026

The chart that investors would rather not see

In the run-up to the Senate elections later this year, a presidential candidate has been making some…
Read more
South Korean memory chip maker SK Hynix saw its shares surge 275 percent last year. Photo: SK Hynix.
Investing
January 16, 2026

Morningstar: Cullen vs Robeco in Global Emerging Markets Equity

Emerging markets outperformed developed markets in 2025 for the first time since 2017, driven…
Read more