The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two quarters in a row. For Europeans, that is a recession. The ISM Manufacturing index fell further, but is still above 50. ISM Services unexpectedly rose to …

The European Union has embarked on a green transition, aiming to reduce CO2 emissions by 55% by 2030, with a view to achieving carbon neutrality by 2050. This plan, called Fit for 55, includes a large number of components. "The stakes associated with the …

The erratic first half of 2022, which sent leading stock market indices into bear market territory, has clearly left its mark on the fund universe. Fund houses active in the bond markets saw a general outflow of investor money, and although on balance …

As we while away the warm – even hot – summer months in the Grand Duchy, it’s on many people’s minds that winter is on its way. And that means we go back to burning gas. While official sources show that Luxembourg doesn’t import much Russian gas, we all …

Forty years ago this week the bull market started in the United States. Not just any bull market, but the biggest bull market ever. Despite the crash of 1987, the dotcom graveyard, the attacks of 11 September 2001, the Great Financial Crisis and the Covid …

For at least 15 years, risk profiles, used by banks or independent risk managers to assign each client an investment portfolio, have been the subject of discussion. The current trend change from falling to rising interest rates further complicates client …

Calls for the global alignment of sustainability reporting standards is being complicated by differences of views about which standards to back between those developed by the European Union and a competing private sector standard backed by the well-known …

While defensive equity strategies have provided protection during previous downturns, this year's results have been disappointing in some cases. In particular, strategies with a quality growth style have done considerably worse than the market. This is …

Europe's energy supply is under severe pressure, and the 8.9% inflation rate in the eurozone seems to be cushioned only by sharp increases in interest rates, which could push the European economy into recession. Is Europe still the continent you want to …

With Europe and the US entering recession in the last half of this year, Asia, despite a series of severe lockdowns, is facing a brighter future, according to MainFirst portfolio manager Frank Schwarz, in an Investment Officer BE interview, who adds that …

Chart of the week: Misery Index explains recession sentiment

The energy transition as a source of opportunity

Top 5 biggest outflows: big pain for Pimco

Gas prices hanging over economic prospects

Forty years of the bull market

Analysis: static risk profile does not work in a dynamic market

EFAMA calls for sustainability reporting standard alignment

Defensive equity strategies not as defensive as marketing suggests

Europe is much less attractive than the US

Asian equities may now outperform