2364 résultats pour ""
Date
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27 mars 2025
Actualités,Supervision

Supervisory gaps threaten cross-border access to private markets

European regulators are seeking urgent clarification on how new long-term investment funds should be supervised, as an inconsistent application of rules across EU member states threatens to undermine a regime designed to give investors easier access to …
27 mars 2025
Investissement

Defense stocks struggle to keep up with the expectations treadmill

The German Bundestag’s decision to boost defense spending through debt issuance triggered a correction in European defense stocks. Investors are taking profits on high valuations as questions arise about whether they are still justifiable. The …
27 mars 2025
Asset Managers

Fannie Wurtz (Amundi): « L’appétit pour les actions européennes s’est nettement accru »

Fannie Wurtz, l’une des plus proéminentes figures féminines à la tête d’Amundi Asset Management, constate qu’un nombre étonnant d’investisseurs asiatiques placent leurs économies dans des fonds européens. La dirigeante française se montre également …
26 mars 2025
Investissement

Les analystes surpris par le redressement des banques

Les banques européennes sont en bonne santé financière et les revenus des intérêts sont plus élevés que prévu. Les analystes bancaires s’émerveillent de la forte progression des cours dans le secteur.   Les actions bancaires continuent d’afficher des …
26 mars 2025
Panel d'experts,Lois et réglementation,Fiscalité

NRF: New circular issued to resolve the VAT saga on directors' fees

After years of legal uncertainty and debate, the Luxembourg VAT authorities have brought long-awaited clarity to the VAT treatment of directors’ fees. With the publication of a new circular at the end of 2024, the authorities have now formalised their …
25 mars 2025
Asset Managers,Actualités,Supervision

Luxembourg raises red flag over EU plan for single supervisor

Luxembourg, which hosts more than a quarter of all assets held in European investment funds, has raised a red flag over fresh European Commission plans to create a single supervisor for financial services. The country warned on Tuesday that such a move …
25 mars 2025
Administration d’actifs

Raif growth continues, but signs of caution emerge

Despite a tough economic backdrop, Luxembourg’s Reserved Alternative Investment Fund (Raif) market kept expanding in 2024. Data analysis by Investment Officer shows that overall new fund registrations rose steadily, even as sub-fund launches—a stronger …
25 mars 2025
Investissement

El-Erian: ‘Yields won’t drop further without a recession’

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer . While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown …
25 mars 2025
Opinion

The underestimation of artificial intelligence

The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation. Where we would normally expect the law of diminishing …
24 mars 2025
Asset Managers,Actualités

Philippe Setbon (Natixis) met en garde contre les bouleversements dans le secteur

« La gestion active est de retour » : tel était le message délivré par Philippe Setbon, CEO de Natixis Investment Managers, lors du Thought Leadership Summit organisé par l’entreprise jeudi dernier à Paris. En tant que filiale de gestion d’actifs du …