Investors look beyond tech giants as earnings season looms
While the “Magnificent Seven” are expected to deliver strong results, it is the remaining 493 companies in the S&P 500 that are increasingly catching attention with improving earnings.
Alternative fund governance in Luxembourg falls short, PwC-ILA survey shows
While strides have been made in governance practices, significant disparities remain across regions and fund types, shows a fund governance survey conducted by PwC Luxembourg and the Luxembourg Institute of Directors, ILA. Especially Alternative Investment Funds have yet to make big steps in governance, it shows.
Morningstar: Capital Group vs Colchester in global EM bonds
Global emerging markets local currency bonds had a tough 2024, but two standout strategies—Capital Group and Colchester—weathered the storm with distinct approaches. Morningstar analysis reveals the key differences driving their results.
EU regulators face resistance over proposed NBFI rules
Europe’s financial watchdogs are setting their sights on non-bank financial institutions (NBFIs), a sector that has grown increasingly prominent as an alternative to traditional banks in providing credit.
Loyens & Loeff: PEPP 2.0 – Opportunities for Luxembourg?
The Pan-European Pension Product (PEPP) has struggled to gain traction since its 2022 launch, but proposed reforms under “PEPP 2.0” could create significant opportunities for Luxembourg’s fund and asset management industry.
Albrecht named CEO of Universal Investment Luxembourg
This week’s overview of transfers and appointments in and around Luxembourg includes updates from UI Luxembourg, Waystone, Schroders and Moonfare.
World teeters on brink of geopolitical and environmental crises, warns WEF
The world faces mounting challenges in 2025, according to the latest Global Risks Report published by the World Economic Forum.
The great danger in consensus forecasts; CIOs address 2025
Several chief investment officers from Dutch private banks have raised concerns about the “great danger” of consensus forecasts on US equities for 2025.
Europe’s largest asset manager emerges from BPCE, Generali deal
Paris-based BPCE and Milan-headquartered Generali are joining forces in a 1,900 billion euro asset management venture, set to dominate Europe’s market by revenue.
Trump’s opening moves set tone for US inflation
Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?