Asset Manager

Luxembourg’s financial supervisor, the CSSF, is charting new territory with its ambitious adoption of sovereign cloud infrastructure and artificial intelligence.

Investing in wine, art, Lego, luxury handbags, whisky, or violins may seem to share a common thread—they are all driven by passion. But for professional investors, most of these categories fall short of being viable investments, regardless of enthusiasm.

“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less relevant because of it. The “surprising” surge in confidence among American smallcaps is no exception.

Bitcoin recently hits the symbolic 100,000 dollar mark as spot ETFs surge in popularity among investors.

When consensus dominates the market, unexpected surprises often lurk just around the corner. Could the U.S. economy prove weaker than anticipated, while Europe is stronger than expected? Is the threat of inflation a thing of the past, or could it re-emerge with greater intensity?

Heavy rainfall in Spain led to floods in October, causing over 10 billion euro in damages. This is yet another manifestation of the global water crisis, which poses an economic risk to investors. Risk management increasingly involves steering towards sustainability, primarily driven by economic incentives.

This week’s overview of transfers and appointments includes news from GSK Stockmann, Santander Asset Management, Deutsche Boerse, and HSBC.

Edmond de Rothschild Asset Management has identified European small caps as a standout investment opportunity for 2025, labelling them “deeply undervalued”.

Luxembourg’s Blockchain Law IV boosts DLT for securities and introduces the ‘control agent,’ offering new possibilities for fund distribution and innovation.

Demonstrating the impact of sustainable investment remains a significant challenge, according to participants involved in producing a joint report by the Luxembourg Sustainable Finance Initiative (LSFI) and PwC Luxembourg.