Asset Manager

For many asset owners with balanced portfolios, U.S. Treasuries have long provided protection against equity downturns. But a sharp rise in bond market volatility suggests that assumption may no longer hold.

According to experts, it takes a lot to bring down the global high-yield market. The high effective yields help absorb rising credit losses in a recession.

High US import tariffs are meant to help reduce the budget deficits of the United States. “Whoever the next two or three presidents may be, they will face exactly the same problem: the country must find a way to reduce its deficits. Because they are unsustainable.”

Following Donald Trump’s “Liberation Day,” investors are grappling with a fundamental question: Is a trading order possible that is less dependent on the United States? Or are we on the brink of a new Great Depression, as some doomsayers suggest?

Belgium is entering the European defense investment arena with two new public-private initiatives, one at the federal level and another from the Flemish government.

Emerging markets delivered a relatively resilient start to 2025. Morningstar this week compares the Pzena Emerging Markets Focused Value fund and Stewart Investors Global Emerging Markets Leaders fund.

Allianz Global Investors has announced the creation of a dedicated private markets division, appointing Edouard Jozan as head of private markets.

Roelof Salomons hit the ground running when he became Chief Strategist at Blackrock Netherlands exactly six months ago. According to him, we are at a turning point. Capital flows are shifting direction, creating tremendous opportunities for investors in Europe.

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Edmond de Rothschild, Bank Nagelmackers, HF Quarters, and Allianz Global Investors.

Bitcoin’s persistent popularity is reigniting portfolio debates among European wealth managers.