Investment Officer Luxembourg

Even after a turbulent few weeks in bond markets, Lynda Schweitzer remains committed to a duration-based strategy in fixed income.

As we approach the milestone of President Donald Trump’s first one hundred days back in the White House, it is time to assess the impact his administration has had on both policy and markets.

Emerging markets struggled in the first quarter, but Neuberger Berman and Pimco’s global emerging market bond strategies still shine. One with conviction, and the other with diversification.

Institutional investors remain cautious about integrating AI technology into the workplace. They’re exploring the possibilities step by step, looking to add a digital “sparring partner” to their investment teams.

Whether you walk away believing that President Trump will make the world “fairer,” dream of Trumpian tax cuts and deregulation, or recoil at his trade wars and extreme unpredictability, the harsh reality is that all of it inevitably comes with more volatility and less growth.

President Donald Trump believes Jerome Powell is standing in his way. He has repeatedly threatened to fire him, but there is no clear legal path to make that happen. Last week, however, the Supreme Court left the door slightly ajar.

A year after the launch of Lightrock’s first public fund, fund managers Chris Kaashoek and Maarten Vankan say that in 2023, the adventure led them to the British private equity investor. “We were given a unique opportunity to build an asset manager from the ground up.”

Artificial intelligence is fast becoming a game-changer in fixed-income investing, offering powerful new tools to understand and forecast bond market liquidity, an essential metric for active bond managers and institutional investors.

This week’s overview of people transfers and appointments in and around Luxembourg includes updates from Atenor, M&G, Lombard Odier, Mandatum, Ares Management, and AXA Investment Managers.