Asset Owner

A Chinese AI disruptor shakes up Big Tech—DeepSeek challenges the AI status quo, promising cheaper, efficient models. What does this mean for productivity and markets? asks Jeroen Blokland.

The Fed’s steady hand, Trump’s shifting intuition, and Von der Leyen’s regulatory U-turn—what do they reveal about policymaking and economic foresight? Han de Jong explains.

Bond markets struggled in the fourth quarter of 2024. Inflation proved sticky in the US, dampening hopes of larger interest-rate cuts and sending long-term bond yields higher. In Europe, political volatility in France and Germany, along with a more moderate outlook for ECB rate cuts in the coming year, dragged bond returns lower.

While digitalisation offers efficiency and scalability, it cannot replace the trust and personalisation that high-net-worth clients expect from their private banks and wealth managers. Investment Officer’s Raymond Frenken reports from The Banking Scene event in Luxembourg.

Norway’s sovereign wealth fund, the world’s largest asset manager, has become embroiled in an escalating conflict between CEO Nicolai Tangen and Elon Musk, after recently released text messages revealed a heated exchange over Tesla’s $50 billion pay package.

This week’s overview of transfers and appointments in and around Luxembourg includes updates from Julius Baer, EY, Allianz Partners, and Federated Hermes.

Luxembourg’s bold new tax incentives slash employment income taxation by 50 percent for newcomers as of this year. The new tax incentive aims to secure top global talent for its financial sector.

A recent analysis of portfolio allocations reveals the stocks most favoured by top-performing equity managers globally.

While the “Magnificent Seven” are expected to deliver strong results, it is the remaining 493 companies in the S&P 500 that are increasingly catching attention with improving earnings.