Milleis Banque Privée bets on diversification for 2026
Milleis Banque Privée anticipates a scenario for 2026 similar to 2025: moderate global growth and disinflation. In a still volatile environment, diversification remains the key theme. With this in mind, the bank plans to reduce the share of cash investments in favor of listed and unlisted bonds, and to diversify its equity portfolios.
New appointments at Belasko, Innpact, Deutsche Bank, Schroders and LL
This week’s roundup highlights senior hires and partner promotions across Luxembourg and Europe, including new roles at Belasko, Innpact, Deutsche Bank, Schroders and Loyens & Loeff.
Manager selection: is it alpha or beta?
With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging markets have finally come back into favor. Well below the radar, however, frontier markets have already enjoyed growing popularity among a select audience for some time.
AI momentum stirs old memories as investors stay watchful
The global race to dominate artificial intelligence may feel a world away from Luxembourg, yet the Grand Duchy’s private banks and asset managers are watching the frenzy with growing interest.
In Liechtenstein, VanEck shapes tomorrow’s fund management
In 2020, VanEck chose Liechtenstein to lay the foundation for its first crypto investments. Since then, the crypto team has expanded significantly. According to VanEck, this is a preview of what the future of fund management may look like.
Europe’s fund market faces a major shake-up under SFDR 2
Europe’s fund market is on the brink of a major reshuffle. Under SFDR 2.0, the European Commission’s revised sustainability rulebook, non-sustainable Article 6 funds are set to become the dominant category at the expense of the most popular sustainability category, Article 8.
Investment Outlook 2026: Resilience and Rebalancing
What will 2026 bring for global markets and investor portfolios? Invesco experts see rising markets and new opportunities as market leadership shifts.
Quiet shifts, lasting impact: Opportunities in Japanese small-caps
In Japanese small-caps some changes may not be making headlines, but are reshaping the opportunity set for patient investors.
Office REITs at historical high discount : structural shift or market mispricing?
Since the end of the Covid-19 pandemic, office Real Estate companies have continued to struggle on the stock market. They are underperforming the Eurozone Real Estate index across all sectors.
Quintet, Pictet, Artemis see European equities as back in vogue
European equities are getting more interesting, say asset management and private banking experts at Quintet, Pictet and Artemis Investment Management.