Transfers: BNPP AM, Loyens & Loeff, Esma, Stibbe, Deloitte Switzerland
This week’s overview of transfers and appointments in and around Luxembourg includes updates from BNP Paribas Asset management, law firms Loyens & Loeff and Stibbe, Deloitte Switzerland, and from Esma.
Only columnists spot signs of a bubble in US stocks
Wall Street’s relentless climb offers both a spectacular show and a precarious wager on the world’s most dynamic economy .While sceptics see a bubble ready to burst, optimists argue that growth is justified.
Luxembourg’s balancing act
How much state is too much state in Luxembourg’s financial sector? Gregory Kennedy explores the fine balance between social welfare, competition, and the role of the state in finance.
Regulatory gap for crypto investors widens between the US and Europe
The regulatory divide for crypto investors between the US and Europe is set to widen further.
Diversification key as markets face volatile 2025
The year 2025 can only be an exceptional one for equities if geopolitical stability materialises, a prospect that seems unlikely. Large asset managers are once again emphasising diversification to withstand the anticipated volatility.
Quintet eyes broader AI boom but hedges its risks
Quintet chief investment officer Daniele Antonucci shared where the private bank has increased and decreased its exposure, plus investment trend shifts among its European clientele.
CSSF aims to set benchmark for AI-based supervision in EU
Luxembourg’s financial supervisor, the CSSF, is charting new territory with its ambitious adoption of sovereign cloud infrastructure and artificial intelligence.
Passion investing for professionals: Why wine and art stand out over Lego
Investing in wine, art, Lego, luxury handbags, whisky, or violins may seem to share a common thread—they are all driven by passion. But for professional investors, most of these categories fall short of being viable investments, regardless of enthusiasm.
Chart of the week: sentiment boost
“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less relevant because of it. The “surprising” surge in confidence among American smallcaps is no exception.
Morningstar: bitcoin spot-ETF's are hot
Bitcoin recently hits the symbolic 100,000 dollar mark as spot ETFs surge in popularity among investors.