Asset Owner

Sustainable investing has faced a challenging period since 2021, following years of seemingly unstoppable growth. While investor capital has continued to flow into sustainable funds, the pace has significantly slowed compared to the boom years.

The gold price has already risen by more than 40 percent in a year. Private banks are not deterred by this significant price increase from designating the precious metal as the ideal hedge against geopolitical turbulence in the Trump II era.

Separate moves by Swiss-based EFG and Edmond de Rothschild highlight the intensifying competition among firms seeking scale and specialisation in a rapidly evolving sector.

This week’s update on executive moves in and around Luxembourg includes senior appointments at Edmond de Rothschild, P1 Investment Services, EFG International, and Blackrock, alongside key promotions at Marguerite and Colesco Capital.

Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For decades, German elections have been predictable and uneventful, but this time, much more is at stake—far beyond just the composition of the Bundestag.

The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With its luxury restaurants and Italian racing cars, the view of Pudong from Bar Rouge on the Bund resembles the capitalist pinnacle of the communist utopia.

US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent, reinforcing arguments for a more cautious approach to interest rate cuts by the Federal Reserve.

The European Commission has pledged to simplify regulations for sustainable funds this year. Frédéric Vonner, sustainability expert at PwC Luxembourg, hopes that transition investments will gain more recognition in the process.

A beneficial side effect of President Trump is that we can trash all incoming macro figures without further analysis. That saves time and provides space to focus on what will almost certainly be a titanic battle: Powell vs Trump.

With some exceptions, investors have tended to view art as a niche asset class—volatile, illiquid, and largely the domain of collectors rather than institutional portfolios. But what if the real opportunity lies not only in expensive paintings and sculptures but also in the broader creative economy?