Most read articles for 2024: Here is our top 10
Here are the ten most read articles on Investment Officer Luxembourg for 2024.
William De Vijlder reflects on 40 years of economic waves: ‘We quickly forget turbulent times’
William De Vijlder (64) retired this autumn as the chief economist of BNP Paribas. In a farewell interview, he reflects on four decades of economic analysis. ‘Everything is even more interconnected than I once thought, which makes it incredibly fascinating.’
Investors face a tightrope walk in 2025, warns AXA IM
European investors are heading into 2025 with a stark warning: tread carefully. Analysts at Axa Investment Managers (Axa IM) have painted a picture of fragile markets, wavering economies, and thin margins for mistakes.
Swap spreads go negative: Should investors ditch swaps for bonds?
Swap rates have fallen below European government bond yields for several weeks—a rare shift that is forcing institutional investors to reconsider their interest rate hedging strategies.
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.
Challenging exit market hindered private investors in 2024
In 2024, valuations in private markets stabilised, and deal volumes picked up somewhat, making this year slightly better for private investors compared to 2023. However, it was far from spectacular, experts told Investment Officer in a retrospective. There remains a mismatch between what sellers expect for their stakes and what buyers are willing to pay—a lingering effect of significantly higher interest rates.
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.
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.
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.
10 possible surprises for investors in 2025
When consensus dominates the market, unexpected surprises often lurk just around the corner. Could the U.S. economy prove weaker than anticipated, while Europe is stronger than expected? Is the threat of inflation a thing of the past, or could it re-emerge with greater intensity?