Asset Manager

Institutional investors in the Benelux region plan to allocate more capital to private markets this year.

For investors in alternative energy companies, the election of an American president whose slogan is “drill, baby, drill” was bad news. Since Donald Trump won the election on November 6 and became the 47th president of the United States, funds in the Morningstar Equity Sector Alternative Energy category have significantly underperformed global equities.

Wall Street wobbles, nerves fray—European investors stay cool, filter the noise, and focus on long-term stability amid market turbulence.

Stock prices in the healthcare sector are on the rise. Innovation is driving growth, and investors appreciate the defensive qualities of the sector, experts say.

Nasdaq is preparing to extend its trading hours, aiming to introduce 24-hour, five-day-a-week trading by the second half of 2026—pending regulatory approval.

The relaxed rules around Eltifs, the European vehicles for non-listed investments, are leading to a series of new launches. However, not all market players are equally enthusiastic. Many are still adopting a wait-and-see approach.

Luxembourg’s depositary banking sector is undergoing a structural shift as demand for alternative investment funds (AIFs) continues to rise.

The German Bund yield continues to rise as Berlin struggles with Friedrich Merz’s planned budget deal. Investors are closely following the impasse between the CDU/CSU and the Greens.

In recent weeks, an old-fashioned “self-fulfilling prophecy” appears to be taking shape. To ensure that the Republicans remain in power in two and four years, it is crucial for Trump to give the economy and markets a blow now.

Institutional investors remain wary of semi-liquid private funds, a sentiment that was on full display at this year’s Luxembourg Meeting for Private Markets Investments, a German-language private markets conference known as Lumpi.