2311 résultats pour ""
Date
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5 mars 2025
Investissement

A trade tariff is no picnic in the park, ‘but won’t derail European outperformance’

The import tariff proposed by Donald Trump on goods from the EU may inject some volatility into European stock markets, but investors in European equities remain largely unconcerned. A 25 per cent trade tariff targeting the economic bloc that owes its …
4 mars 2025
Asset Managers

‘It’s highly unlikely that Luxembourg will catch Ireland in the ETF space’

The absence of the subscription tax was one of the reasons managers chose Ireland over Luxembourg. Now that they have established funds and grown nicely, they are unlikely to change domicile, says Mark Browne, partner and head of asset management and …
4 mars 2025
Investissement

“Little interest in multi-asset funds”

Mixed funds have been experiencing a strong net outflow of assets for two years. A lower interest rate could reverse the negative trend, but for now, investors show little interest, said Morningstar analyst Thomas De fauw. During the era of ultra-low …
4 mars 2025
Asset Managers

Concentration risk increases demand for rules-based ETFs

Due to increased concentration risk in equity markets that are ‘crammed’ into US (tech) stocks, asset managers are experiencing increased demand for rules-based ETFs. These trackers reduce that risk or exclude the market segment with the highest …
3 mars 2025
Secteur,Gestionnaires de patrimoine

Yves Stein underlines need for private banks to innovate

Luxembourg private banks are under pressure. Costs are skyrocketing, regulations are becoming stricter and a shortage of talent threatens competitiveness. According to Yves Stein, president of the Luxembourg bankers’ association ABBL, digitization and …
3 mars 2025
Gestionnaires de patrimoine

Wealthy Dutch weigh emigration as business climate deteriorates

For an increasing number of ultra-wealthy Dutch individuals, the question is no longer just how much tax they pay—but whether the Netherlands remains the right place to live and invest. Asset managers report growing discussions about emigration, with …
3 mars 2025
Opinion

Sentiments mitigés

Les élections allemandes ont donné la victoire à la CDU/CSU. Cette victoire n’est pas vraiment une surprise. On ne peut pas en dire autant de la défaite historique du SPD, qui a enregistré son plus mauvais résultat depuis 1887. Vous avez bien lu : le pire …
28 février 2025
Panel d'experts

Morningstar: BNY Mellon vs Colchester in global government bonds

The global government bond Morningstar category, launched in October 2024, reflects a growing fund landscape with 117 distinct offerings as of February 2025. Divergent economic structures, policy responses, and political backdrops shape investor …
28 février 2025
Opinion

The path the ECB has chosen leads to disaster

The monetary forest through which Christine Lagarde and the rest of the ECB are wandering appears to have only one path. During the latest press conference, the ECB President made it clear that the direction of the bank’s interest rate journey is …
27 février 2025
Investissement

Treasuries ignored politics, but consumer data shifts sentiment

Investor sentiment in the U.S. Treasury market has shifted markedly this week. Yields on 10-year Treasuries have fallen from a peak of 4.8 percent in mid-January to below 4.3 percent, marking their lowest level in two months. The catalyst: a significant …