The first nine months of 2026 told a tale of two halves for the 60/40 portfolio. Equity indices powered ahead in Q3, buoyed by resilient corporate earnings and a sturdy economic backdrop. On the fixed income side, the story was more sobering, especially …

With less than a year remaining before Europe moves to T+1 settlement, market participants are entering the most critical phase of preparation. Following the US transition in 2024, Europe is scheduled to adopt the shorter settlement cycle on 11 October …

Jerry Grbic has become CEO of AM Investment Management S.A., leaving the Luxembourg Bankers' Association (ABBL) after nearly five years as its chief executive. The move takes him from representing Luxembourg's banking industry into private equity. Grbic …

The Democratic “Blunami” narrows Trump’s room to maneuver. Asset owners see grounds for relief and little reason to overhaul portfolios, but they have no assurance that a divided government will contain inflation or geopolitical risks. Democratic control …

The French multi-asset manager Magellim Group is establishing a more substantial foothold in the Grand Duchy. The group opened a local office in Luxembourg in September, with Matthieu Bigou on-site to build a network of local partners, including private …

Luxembourg is sending a finance adviser to Singapore, a smart and timely move. Its impact will depend on finding someone who already knows the city, the region, and the people. On October 30, a vacancy appeared on the government’s recruitment portal: …

A strong stock market debut could make it harder for Anthropic to join the S&P500. Gains in its share price would trigger accounting losses that could prevent it from meeting the index’s profit requirement. The potential accounting losses stem from …

On November 3, the US will elect all 435 members of the House of Representatives and one-third of the Senate. Polls point to a Democratic majority in the House. The Senate race is more uncertain. Republicans currently hold 53 seats. Democrats need to gain …

The rise of ETFs and banks’ growing ambitions to control more of the investment process are making it harder for active managers to reach clients. Fund houses must do more to share their expertise, said Carmignac deputy CEO Rose Ouahba. “You need to …

Every trading day ends with an explanation. “Stocks fell on inflation concerns” or “Wall Street rose following strong quarterly earnings”. I always viewed those statements with skepticism. First, stock prices move, and then journalists look for a reason. …

Morningstar: two moderate allocation funds by Capital Group

Universal Investment: is one year really enough for T+1?

Transfers: AM, Aztec, LGT, Standard Life, Irivest, Safra Sarasin, HSBC, Capital Group, JP Morgan, Schroders, Generali, T. Rowe Price

Democratic wave checks Trump, but inflation risks remain

Magellim Group sets up shop in Luxembourg

The Singapore Post needs a bridge builder

Anthropic’s rising stock price could keep it out of the S&P500

Geopolitical consequences of the midterm elections

Fund managers now need to be on TikTok

The evening news gets one-third of it right