Investment Officer Luxembourg

Timing the market with your fund investments can be costly, especially if you are a cross-border investor using Luxembourg-domiciled mutual funds.

Despite a call by the ECB, European financial institutions do not seem to be immediately covered by the new corporate responsibility directive. A majority of member states reportedly do not want to decide on this until after the directive comes into force for non-financial companies. 

The rapid adoption of technology in Luxembourg’s insurance industry is reshaping competitive dynamics, with non-users facing increasing disadvantages. Discussions at Thursday’s ACA Insurance Day 2023 highlighted the critical impact of technologies like cloud computing and artificial intelligence on the sector.

Consolidation, regulatory risks, and the need to stay relevant to the target audience of investors and asset owners are considered as the topics that keep C-level asset managers awake at night. At the Efama conference in Brussels on Thursday, CEOs of five firms underlined the importance of adaptability, technological integration, and maintaining a clear company purpose.

Luxembourg-based investment professionals seeking to launch their first or second impact investment fund are eligible for extensive government assistance, including training and financial support.

Skyrocketing mortgage rates and astronomical house prices make it almost impossible for the average American to buy a house. So activity declines. The result is a drag on growth.

The US 30-year mortgage rate, while falling slightly, is still close to its highest level in more than 23 years. Nevertheless, house prices have risen to record highs after a brief dip. This is only nice if you own a house, because otherwise it is an unfavourable combination economically.

Whisky asset manager Scotch Whisky Investments until recently focused mainly on private investors. That market continues as usual, but bringing in former ABN Amro director Eran Habets as CEO means more focus on selling to independent asset managers and family offices. And abroad, first and foremost Belgium.

DWS, one of Europe’s biggest asset management firms, has announced the launch of a new series of Xtrackers Exchange Traded Funds (ETFs), offering investors a novel way to invest in euro-denominated corporate bonds. This innovative range is designed to provide both regular quarterly distributions and a payout of remaining fund assets upon maturity.

With the official launch of Eltifs 2.0 in early 2024, the private semi-liquid private funds market is undergoing a revival, both in terms of products and assets under management.