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Opinion
Opinion
30 janvier 2023
Graph of the week: a major mismatch
The latest ‘chart of the week’ shows a difference between market expectations of what the Federal…
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Opinion
27 janvier 2023
The ECB should learn from the Fed
Forget all those bars of gold that are heavily guarded because they are incredibly valuable…
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Opinion
23 janvier 2023
Alternatives boost performance of institutional funds
Data analysis of transactions of Universal Investment’s institutional clients shows that alternative…
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Opinion
23 janvier 2023
Chart of the Week: Risk premiums back to normal? Really?
A post recently appeared on my Bloomberg timeline that headlined: ‘BoE’s Bailey Says Truss Risk…
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Opinion
16 janvier 2023
In Flux: A turning point for Quintet?
“The UBS phase is over,” a Quintet banker told me last week. Luxembourg-based Qatari-owned Quintet…
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Opinion
19 décembre 2022
Responsible investing – there is no alternative
The demand for ESG-compliant investments is growing, especially among professional investors. The…
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Opinion
5 décembre 2022
Chart of the week: why easy? Difficult is also possible!
No, this is not a column about the Netherlands’ performance at the World Cup. Although, of course…
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Opinion
28 novembre 2022
In Flux: Where there’s smoke…
Luxembourg last week was buzzing with speculation and market talk. A major deal is said to be in the…
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Opinion
18 novembre 2022
New valuation association is a big deal for private equity
The new Luxembourg Valuation Professionals Association, or LVPA, was launched this week. It’s is a…
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Opinion
17 novembre 2022
Forward looking ESG analysis is key for creating trust
With the prominent focus on ESG, asset managers find themselves in a challenging position: On the…
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