Investment Officer Luxembourg

China and Japan are once again on a collision course, this time over the highly strategic semiconductor industry.

As geopolitical tensions escalate and global defence spending increases, a growing number of investors are turning to defence-focused exchange-traded funds (ETFs). These funds not only provide a hedge against uncertainty but also present opportunities for capital growth.

The equity allocation of US households has risen to 60 percent. The last time stocks had this much weight in the average retail portfolio was during the ‘Dotcom’ bubble. This can leave one to conclude that a stock market crisis is imminent.

The proposed abolition of the current Non-Dom tax regime marks a significant shift in the UK’s fiscal framework. The new Labour UK government will be taking forward earlier plans to harmonise UK tax resident individuals’ taxation on the basis of their worldwide income and gains, albeit with some modifications.

In the apparently almost never-ending battle against greenwashing, the European Securities and Markets Authority (ESMA) set a next step by publishing, on 21 August 2024, its new guidelines on funds’ names using ESG or sustainability-related terms (the Guidelines).

US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they were certainly not the only stocks to record a strong performance. And yet, despite the magnificent returns, investors seem wary and are now withdrawing money from funds investing in this market segment.