Asset Manager

Belgium is entering the European defense investment arena with two new public-private initiatives, one at the federal level and another from the Flemish government.

Emerging markets delivered a relatively resilient start to 2025. Morningstar this week compares the Pzena Emerging Markets Focused Value fund and Stewart Investors Global Emerging Markets Leaders fund.

Allianz Global Investors has announced the creation of a dedicated private markets division, appointing Edouard Jozan as head of private markets.

Roelof Salomons hit the ground running when he became Chief Strategist at Blackrock Netherlands exactly six months ago. According to him, we are at a turning point. Capital flows are shifting direction, creating tremendous opportunities for investors in Europe.

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Edmond de Rothschild, Bank Nagelmackers, HF Quarters, and Allianz Global Investors.

Bitcoin’s persistent popularity is reigniting portfolio debates among European wealth managers.

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing greater investment discipline. However, an increasing oil supply is dampening short-term expectations.

Anti-money laundering compliance has become a defining test for Luxembourg’s investment sector. At a closed-door AML/CFT conference on 28 March, the CSSF warned of persistent governance gaps, just as EU reforms raise the bar for compliance.

In the 1980s, Ronald Reagan became known for his hardline stance against the Soviet Union—a strategy that ultimately contributed to the end of the Cold War. Today, we see Donald Trump adopting a similarly confrontational approach, but this time on the economic battlefield.

Even those expected to back Trump’s tariff move are responding with unease. Over the weekend, that unease turned to hostility.