Greetings from London: navigating two markets as a European investor
At 33, Heng Schiltges has found his balance between two worlds: the stability of the Grand Duchy and the dynamism of the City. “Luxembourg is an excellent starting point, but I wanted to work on deals with a more international dimension,” he says. Based in London for over six years, he is now an investor at Inflexion, a UK private equity firm active across Europe.
‘In extreme scenario silver could surge to 100 dollars’
After the sharp rise in the gold price, silver is also on the move. Specialists expect further gains, pointing to declining confidence in public finances and fiat money.
Private equity in a higher-for-longer world
As interest rates stay elevated, private equity firms must relearn how to create value, with Luxembourg once again in the engine room of global strategy.
The robot central banker
Jerome Powell is facing what may well be the most important speech of his career. This week, at the annual Jackson Hole symposium, the Federal Reserve chair must not only defend his policy, but also the very principle of central bank independence.
Clone of Italian coffee icon enters global orbit via Luxembourg
An Italian icon is quietly being reshaped through Luxembourg, as Bialetti’s future comes under the influence of global family capital.
Morningstar: Aberdeen vs Columbia Threadneedle in HY fixed income
In a year marked by political divergence on climate, Morningstar compares two Article 8 high-yield bond funds navigating Europe’s evolving ESG landscape: Abrdn Euro High Yield and Columbia Threadneedle European High Yield.
Strong inflows mask tensions in Europe’s fund landscape
Strong inflows at Amundi, Natixis, DWS and Allianz show investors’ appetite for income strategies. But equity outflows and margin pressure reveal an industry split between volume growth and conviction.
US banks split on Fed’s next move as market grows certain of cut next month
A September rate cut now carries a 93 percent probability, according to CME’s FedWatch. The country’s largest banks, meanwhile, can’t even agree on the year, let alone the month, as their strategists make the rounds on U.S. financial news.
Analysts see even more upside in European banks
Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.
Analysts see even more upside in European banks
Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.