Where are the opportunities for value investors in 2026?
After mixed results in 2025, where are the opportunities for value investors in 2026? Luc Plouvier shares our disciplined strategies for navigating uncertain markets and explains how value investing can make a difference in your portfolio.
Morningstar: NinetyOne vs Morgan Stanley in global emerging markets bonds
Local currency government bonds in Latin America and South Africa had a strong year in 2025, while major Asian countries lagged the broader market.
Trump forces Europe into strategic rethink
Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s exposure to a world in which geopolitics is once again shaping trade, security and capital allocation. “Everything has changed,” said Sabrina Khanniche, senior economist at Pictet.
Perspectives first half-year 2026
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the Perspectives issue for the first half-year of 2026.
To European investors ‘sell America’ is noise
Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in Europe are not abandoning the country. Recent market moves, they argue, do not justify a strategic shift away from the U.S., with equities rebounding toward record highs after signs of progress on Greenland at talks in Davos.
Transfers: Oddo BHF, CSSF, Ogier, Partners, Apollo, FundSight
The latest appointments and people transfers in Luxembourg and elsewhere’s in Europe’s investment industry.
Promoting Luxembourg is not sales. It’s translation.
In Asia, Luxembourg’s challenge is not explaining its rules, but translating stability, judgment and trust across cultures and expectations globally, Christophe Santer finds.
Luxembourg becomes a focal point in European wealth management
Luxembourg is increasingly becoming an operational necessity rather than a strategic option. From independent wealth structuring firms such as Norman K to larger private banking groups including Rothschild Martin Maurel, institutions are reinforcing their presence in the grand duchy to serve an increasingly international client base amid growing cross-border complexity and regulatory pressure.
When everything goes against you, recovery beckons
The global economy is facing significant challenges. Geopolitical tensions are often palpable, and the sharp rise in precious metal prices suggests that fear is widespread, likely driven by a range of perceived threats.
Why German private banks are lagging behind in a rapidly growing wealth market
While the wealth of affluent Germans is surging, traditional private banks are falling behind. Their dependence on interest income is increasingly clashing with a savings culture that discourages investing.