Investment Officer Global

Artificial intelligence has unleashed an energy race across big tech, one investors can no longer ignore.

Investre founder Georges Bock urges Luxembourg to stay ahead as blockchain reshapes the fund industry, warning that technology is advancing too quickly for comfort.

A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial insight for valuing REITs (real estate investment trusts). The explanation lies in lower rental yields and surprisingly low risk, which fundamentally changes how future cash flows should be assessed.

After years of underperformance, investors are once again paying attention to commodities. They are using gold to hedge against higher inflation but also recognize the growth potential tied to the energy transition.

Pimco chief executive Emmanuel Roman warned that the asset-management industry’s obsession with attracting cash risks diluting performance and investor trust.

So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That drop in the dollar’s value — because that’s what it really is — was first explained as America discarding its “exceptionalism” under Trump.

In October, the US failed to deliver one of its most closely watched economic reports: the monthly jobs data. The blackout has deepened doubts over whether the world’s largest economy can still produce reliable data, even once the releases resume.

Equity markets in emerging countries extended their strong performance from the first six months of 2025 into the third quarter, led by heavyweight China, as well as Colombia, Egypt, Peru, Thailand, and South Africa.