Asset Manager

Driven by steadily declining yields and increasingly strict capital requirements, Dutch, Belgian, French, and German insurers have in recent years largely divested from government bonds. The freed-up capital has mainly been invested in corporate bonds and private debt.

The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s balance sheet. If you think that balance sheet has slimmed down significantly after three years of quantitative tightening, you’re mistaken. Moreover, Powell is putting himself in an impossible position once again by lowering interest rates at the same time.

Emerging-markets hard currency bonds have delivered positive returns for USD investors in every quarter of 2025. However, European-based investors faced negative returns in the first half of the year due to a stronger euro.

The world’s number one US growth manager, according to Citywire’s manager rankings, says fundamentals still rule, even as bubble talk grows louder. He’d rather put his trust in God.

Not only this year are bonds from emerging markets an attractive alternative to the volatile debt of developed economies. European asset managers are seeing a structural shift in the financial policies of these countries. Amundi has even recently merged its emerging markets and developed markets teams.

Artificial intelligence has unleashed an energy race across big tech, one investors can no longer ignore.

Investre founder Georges Bock urges Luxembourg to stay ahead as blockchain reshapes the fund industry, warning that technology is advancing too quickly for comfort.

Artificial intelligence offers meaningful efficiency in withholding tax recovery, but expertise remains critical. Both elements can (and must) work together.

A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial insight for valuing REITs (real estate investment trusts). The explanation lies in lower rental yields and surprisingly low risk, which fundamentally changes how future cash flows should be assessed.

The recent developments in the Middle East make one thing absolutely clear: president Donald Trump deserves the Nobel Peace Prize. This is the logical conclusion if we look at what the prize is supposed to reward: concrete peace achievements that save lives.