The surge in energy prices has not derailed global economic growth yet
So far, the surge in energy prices following the conflict in Iran has not derailed global economic growth, note Guy Wagner and his team in their latest monthly market report "Highlights".
Energy and Commodities: From Underinvestment to Structural Opportunity
The global energy and commodities sector is entering a new phase—one defined not by excess capacity and aggressive expansion, but by scarcity, discipline, and strategic importance.
Quality Runs Deeper - First Principles, Broader Horizons
The tectonic plates of investment are shifting. Geopolitics, the normalisation of rates, the advent of AI are permanently redrawing the competitive landscape.
Improving Corporate Governance in Asia: A Structural Investment Opportunity
Asia is undergoing a profound transformation in the way corporations are governed. Historically, Asian markets were shaped by control-driven capitalism.
The Great Monetary Illusion: Why equity markets soar in a fragile world
Many investors today look at global equity indices and wonder how markets have risen so sharply over the past two decades in an environment marked by tepid economic growth, recurring geopolitical shocks, and bouts of inflation.
The Great Monetary Illusion: Why equity markets soar in a fragile world
Many investors today look at global equity indices and wonder how markets have risen so sharply over the past two decades in an environment marked by tepid economic growth, recurring geopolitical shocks and rising public debt burdens.
The global economy appears poised to accelerate
Despite disappointing US Gross domestic product growth in the fourth quarter of 2025, the global economy appears poised to accelerate, note Guy Wagner and his team in their latest monthly market report "Highlights".
BLI - Banque de Luxembourg Investments launches new website
Luxembourg-based asset manager BLI - Banque de Luxembourg Investments has completely revamped its website. The extensive project was initiated around two years ago and was overseen by a core team of four.
Global economy appears to be gaining momentum
After a year marked by stable and moderate global growth despite rising tariffs, the global economy now appears to be gaining momentum, note Guy Wagner and his team in their latest monthly market report "Highlights".
Perspectives first half-year 2026
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the Perspectives issue for the first half-year of 2026.


