Asset Manager

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.

Emerging markets may finally be ready to retake the spotlight as investors are taking a fresh look at opportunities beyond Wall Street.

Beyond the human suffering, the COVID-19 pandemic had far-reaching consequences for numerous sectors, particularly the real estate sector. Some market segments are still searching for a new equilibrium. Unlike the 2007-2008 crisis, attention this time has been less focused on the housing market and more on commercial real estate.

With EU citizens holding around 34 trillion euros in savings—one-third of which sits in bank deposits—Luxembourg sees an opportunity in European pension reform.

This week’s overview of transfers and other people moves in and around Luxembourg includes updates from Berlin-headquartered private markets fintech bunch, Cube Infrastructure Partners, fund administration group Gen II and real estate developer Edge.

It was the day Wall Street lost patience with President Donald Trump. Monday’s selloff was swift, messy, and impossible to recover, as investors recoiled from a tech slump, tariff-inspired fears, and fresh jitters over the economy.

In Luxembourg—a glorified back office—we all know someone who toils away in fear of financial regulators, mindlessly crunching numbers and churning out reports, yet unable to explain the fund industry’s role in society. And that’s a real shame.

When Friedrich Merz echoed Mario Draghi’s ‘whatever it takes’, he signalled a historic shift: economist Michael Hüther explains Germany’s big bold bet on infrastructure and defence.

Saxo Bank has a new majority shareholder: Swiss private bank J. Safra Sarasin, part of the Brazilian J. Safra Group. The private bank is acquiring the stakes held by Chinese automotive group Geely and Finnish asset manager Mandatum, taking its ownership to 70 percent.