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Market research
Liquidity Extends the Cycle – But Raises the Stakes
Opinion
Chart of the week: the confrontation
Investing
Investors favor EM equities over those from the US in 2026
IO Branded Content
IO Stories
Pexels - Gundula Vogel
Investing
today

‘Coffee prices are excessively high’

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Microsoft
Investing
today

Corporate bonds challenge government debt as a safe haven

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Han Dieperink
Opinion
today

The balance of trade equilibrium

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Most recent
More news

Charles Desnos, Quintet
Investing
Yesterday

The next generation of private banking still relies on trust, says Quintet's Charles Desnos

As the world of private banking expands to the next generation of clients, non-traditional sectors…
Read more
Wegblijven bij (staats)obligaties
Investing
Yesterday

Inflation and tight spreads: bonds discouraged for 2026

Stay away next year from “long” government bonds and from corporate bonds, both high yield and…
Read more
Jeroen Blokland
Opinion
Yesterday

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
Read more
Alessia Berardi. Photo: Amundi.
Investing
December 12, 2025

India gains recognition as diversification anchor

India is drawing fresh interest from global investors as domestic demand, rapid digitalization and a…
Read more
Pexels-dmitry-daltonik
Expert Panel
December 12, 2025

Morningstar: AllianceBernstein vs Pimco in high-yield bonds

Prudent risk management is vital in high-yield-bond investing. As this week’s Morningstar fund…
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Smallcaps
Asset Managers
December 11, 2025

Investors manage just fine with less research on smallcaps

European regulator Esma is advocating a revision of research rules, expected to take effect next…
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Samantha Ricciardi. Photo: Santander AM.
Transfers
December 11, 2025

Transfers: Fidelity, La Française, Partners Group, Palana, Schuman, URW, Robeco

This week’s roundup of people transfers and appointments.
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Asset managers see mainly opportunities in equities. Image: Defigners
Investing
December 10, 2025

Investors favor EM equities over those from the US in 2026

A majority of large asset managers are most optimistic about equities for 2026, particularly those…
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AlphaTrade Zone via Pexels
Asset Managers
December 10, 2025

Mandates lose ground to funds

Assets managed through discretionary mandates have expanded more slowly in Europa over the past ten…
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Closed door, photo by Sheldon Kennedy on Unsplash
Asset Allocation
December 9, 2025

Private credit’s real risk rests with the managers

In private credit, institutional investors face their biggest risk not in the asset class itself…
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Photo: ESMA.
Supervision
December 9, 2025

Simplification push by ESMA risks raising costs before relief

The European Union’s push to simplify financial reporting faces a complex reality, with industry…
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Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
Read more
Trump, resilience. Image: Defigners
Asset Managers
December 8, 2025

Resilience in financial markets the surprise of 2025

Many fund houses mark Liberation Day—the day president Trump announced sharply higher US trade…
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Most read

Charles Desnos, Quintet
Investing

The next generation of private banking still relies on trust, says Quintet's Charles Desnos

Read more
Wegblijven bij (staats)obligaties
Investing

Inflation and tight spreads: bonds discouraged for 2026

Read more
Alessia Berardi. Photo: Amundi.
Investing

India gains recognition as diversification anchor

Read more
Pexels-dmitry-daltonik
Expert Panel

Morningstar: AllianceBernstein vs Pimco in high-yield bonds

Read more
AlphaTrade Zone via Pexels
Asset Managers

Mandates lose ground to funds

Read more

Fund analysis

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Data provided by Morningstar

Opinions
More opinions

Han Dieperink
Opinion
today

The balance of trade equilibrium

Last week, China’s trade surplus crossed the threshold of one thousand billion dollar for the first…
Read more
Jeroen Blokland
Opinion
Yesterday

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
Read more
Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
Read more

Partner news
Our partners

Banque de Luxembourg Investments
December 11, 2025

Dividends, a compass to navigate through uncertain times

For centuries, dividends were the measure of a stock's success. Yet the past four decades saw...
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Janus Henderson
December 10, 2025

Janus Henderson: Fixed Income Outlook: Building resilience in 2026

Alex Veroude, Global Head of Fixed Income, explains why the credit cycle in fixed income still has...
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La Française
December 9, 2025

La Française - Discover our December 2025 outlook

Written by François Rimeu, Senior Strategist at La Française.
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Van Lanschot Kempen Investment Management
December 8, 2025

Building nature-positive portfolios

Alternative assets offer valuable qualities for creating nature-positive, well-diversified...
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Podcasts
All podcasts

IO Talks LU 3
March 16, 2025

Podcast
IO Talks Video: What will define the success of Luxembourg in the next ten years?

IO Talks LU 2
March 15, 2025

Podcast
IO Talks Video: The key challenges for wealth management and private banking in Luxembourg

Market Research
All Market Research

2025-12-15
J.P. Morgan Asset Management
Liquidity Extends the Cycle – But Raises the Stakes
2025-12-15
Edmond de Rothschild
A Softer Fed Sets the Tone for Year-End Markets
2025-12-15
Allianz Global Investors
Floating-Rate Notes as a Stabiliser in Shifting Rate Cycles
2025-12-15
DWS
Growth Holds, Valuations Stretch: A Cycle Supported by Policy
2025-12-11
BlackRock/iShares
AI’s Buildout Turns Micro Trends Into Macro Forces
2025-12-11
DWS
Positioning for a Gradual Turn in 2026

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Baillie Gifford

Baillie Gifford

Banque de Luxembourg Investments

Banque de Luxembourg Investments

Capital Group

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Goldman Sachs Asset Management

Goldman Sachs Asset Management

Invesco

Invesco

Janus Henderson

Janus Henderson

La Française

La Française

RBC BlueBay Asset Management

RBC BlueBay Asset Management

Rothschild & Co  Asset Management

Rothschild & Co Asset Management

Schroders

Schroders

Van Lanschot Kempen Investment Management

Van Lanschot Kempen Investment Management

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