Investing

Emerging markets outperformed developed markets in 2025 for the first time since 2017, driven largely by strong AI and tech gains in South Korea. This week Morningstar compares the Robeco Emerging Stars Equities fund with the Cullen Emerging Markets High Dividend Fund.

With the subpoena of Jerome Powell, political pressure on the Federal Reserve has taken on a legal dimension. The timing is striking: Powell’s term still has months to run, yet the White House is pressing ahead now. The stakes extend well beyond the fate of the Fed chair himself.

Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts say that discount could evaporate quickly if interest rates fall.

Where China and India set the pace in emerging markets for many years, investors are increasingly broadening their focus towards emerging Europe and Latin America. At the same time, a hard pivot to ex-China funds has proved risky, particularly because of timing.

European asset managers are increasingly looking at semi-transparent ETFs to reduce the risk of intellectual property leakage. However, the relatively new vehicle has yet to generate unanimous enthusiasm.

After studying politics, Jean-Paul Daragjati set his sights on finance through a hands-on master’s in wealth management at the University of Luxembourg. Now a private banker at Edmond de Rothschild, he says the secret to success is to never stop learning.

With the start of a new year, the professionals making the wheels of Luxembourg’s funds sector spin may be considering changing jobs. Recruitment experts share their perspectives on the state of the industry and the trends shaping it.

What began as a tool for measuring risks evolved into a normative framework, only to return under political pressure to its core: the G. After 25 years, ESG has come of age, but not without scars.

Debt is no longer rising quietly in the background of the global economy. For investors, the question is how much additional issuance markets are willing to absorb, and at what price.

After a volatile year, the question arises where the best risk-return profile will be found in the coming years. That is why this month’s question to our Market Talk panel, on this occasion with all seven members present, is: what will be your favorite asset class in 2026, and why?