Investment Officer Luxembourg

The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been a bit boring at times. But with the latest set of macro figures, things are getting a bit more exciting again, with a likely good outcome as a result.

I have regularly been called a “permabear” over the past 12 months, if not longer. Because even though the US economy in particular was steaming ahead, the chances of a recession have never been zero, in my opinion. 

Caution is required when selecting stocks of European listed companies as the European Union works on a policy to promote strategic autonomy in response to a rapidly changing geopolitical environment. Part 2 in our special series on geopolitics and investing.

Bonds issued by some of the world’s poorest countries have enjoyed a robust start to 2024, despite the backdrop of elevated US interest rates.

The European Central Bank’s (ECB) decision to cut its benchmark interest rate for the first time since 2019 underscores a strategic but cautious approach to managing persistent inflation in the Eurozone. “The ECB did not pre-commit to a specific path for further interest rate cuts,” Ulrike Kastens, Europe economist at Europe’s third-biggest asset manager DWS, told investors.

This week’s overview of transfers, appointments, promotions and other people news includes updates from Robeco, Apex-subsidiary Holtera, and UBS. 

Erik van de Weele

Erik van de Weele (photo) has been appointed to join Robeco’s sales team covering Belgium and Luxembourg. In his role as director of institutional and wholesale business development, Van de Weele is responsible for a broad range of institutional and wholesale clients in the region.

The latest CSSF data reveals a decline in new registrations of Luxembourg alternative investment funds since the first quarter of this year. However, reserved alternative investment funds continue to demonstrate resilience, driven by recent legislative updates and steady demand.

Unlike in the United States and Australia, greenwashing in Europe’s financial sector remains largely unpunished, even though existing legislation allows national regulators to take action against firms that mislead investors.

As the US presidential election nears, the bond market braces for a potential resurgence of the “bond vigilantes.” Investment Officer spoke to the man who coined the term, Edward Yardeni.

While economic growth and growth expectations for the US are leveling off slightly, the European economy appears to be strengthening. A unique moment lies ahead: the European Central Bank (ECB) may pre-empt the Federal Reserve (Fed) with rate cuts.