Esma faces uphill battle to emerge as European SEC
In an interview with Investment Officer, Esma chair Verena Ross outlined her vision and the significant challenges ahead as the regulatory body aims to become Europe’s equivalent to the US SEC.
CM-AM Convictions Funds Range for Supporting the Growth of Value-Creating Companies
Equity markets are undergoing a period of significant transformation, driven by changing monetary policies, persistent geopolitical tensions, and evolving economic conditions.
For Nassim Taleb, averages are completely irrelevant
In the world of finance, averages are useless. Concepts like extrapolation, correlation, and diversification do little more than invite disaster—or, at the very least, significantly lower returns than are otherwise achievable. “Modern portfolio theory is bullshit,” declared Nassim Taleb, the legendary author of The Black Swan.
Morningstar: Lord Abbett versus Neuberger Berman in USD high yield
The US economy contracted at a rate of 0.3 percent in the first quarter of 2025. The slowdown in GDP growth was driven by a surge in imports, as US firms attempted to front-run tariffs. The first-quarter decline marks a sharp turn for the economy after GDP grew at a 2.4 percent annual rate in the fourth quarter of 2024.
Schroders Capital : New to private assets? Here’s what you need to know
Schroders Capital : New to private assets? Here’s what you need to know
Return of mercantilism: what are the impacts for the debt markets?
Mercantilism, an economic doctrine that reached its apogee in 19th-century United States, is returning to the forefront as the new Trump administration rapidly rolls out protectionist economic and industrial policies.
Benjamin Cordonnier named CEO at Astorg
Private equity firm Astorg, headquartered in Luxembourg, has announced a change in senior leadership, appointing Benjamin Cordonnier as chief executive officer.
Geneva Truce might not be enough to undo economic damage, investors say
Markets are celebrating the news that the United States and China have agreed on Monday to sharply reduce import duties for 90 days. Whether they’re right to do so is another matter.
Allianz GI lifts ban on defence stocks in ESG push
As Europe boosts defence spending and investors adapt to geopolitical uncertainty, Allianz Global Investors has adjusted its sustainability criteria to include certain defence-related investments. Firms with more than 10 percent of their turnover from defence equipment and those that produce nuclear weapons now are considered eligible.
Transfers: LuxCMA, Linklaters Luxembourg, ISSA, CBRE
This week’s overview of people transfers and appointments in and around Luxembourg includes updates from the Luxembourg Capital Markets Association, law firm Linklaters, the International Securities Services Association (ISSA), and CBRE.