Investment Officer Luxembourg

President Donald Trump’s call to cap U.S. credit card interest rates at 10 percent is weighing on bank stocks and raising broader concerns about consumer credit and confidence.

The product classification in the revised SFDR does not allow for any ‘shades of green’. That is regrettable, because precisely such labels would make investment choices clearer for investors.

Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts say that discount could evaporate quickly if interest rates fall.

French banking group Crédit Agricole has announced the launch of a new corporate finance boutique in its home market. Crédit Agricole Midcap Advisors and Degroof Petercam Finance France are being merged into Indosuez Corporate Advisory, a team of around 80 professionals.

The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome Powell. Officially, the case concerns the renovation of government office buildings in Washington. No one should pretend to be naive enough to take that explanation at face value.

Sebastiaan Hooghiemstra and Marco Loria analyse fresh EU guidance on ELTIF passporting, arguing it dismantles national barriers and could unlock pan-European distribution through insurance, pension and savings wrappers.

Where China and India set the pace in emerging markets for many years, investors are increasingly broadening their focus towards emerging Europe and Latin America. At the same time, a hard pivot to ex-China funds has proved risky, particularly because of timing.