Asset Owner

The world faces mounting challenges in 2025, according to the latest Global Risks Report published by the World Economic Forum.

Several chief investment officers from Dutch private banks have raised concerns about the “great danger” of consensus forecasts on US equities for 2025.

Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?

Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks with Russia, China, and inflation could shape global markets profoundly, write Han Dieperink in his latest column.

Yes, they’re back again. With rising interest rates firmly on investors’ minds worldwide, the doom-mongers are crawling out from under their rocks to once again predict the bursting of the ‘extremely expensive’ tech bubble. But I have my doubts.

With a loss of approximately 1 percent in euros during the fourth quarter, emerging markets ended 2024 on a slightly negative note. Although the year delivered a return of 14 percent, the emerging markets index lagged behind the global index, which achieved a return of 25 percent.

The “outrageous” prediction by Saxo Bank of a major climate disaster impacting the insurance industry in 2025 became a reality last week. The effects of California’s wildfires are being felt within the insurance sector. However, the predicted crisis has not materialised, as investors remain confident in the industry’s resilience.

After a decade in the shadows, global macro hedge funds are reclaiming the spotlight. As market volatility resurges, professional money managers are eyeing global macro as a cornerstone of their hedge fund strategies.

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Goldman Sachs, Waystone, UBP, BLI.