Energy efficiency is the new driver in big tech
Artificial intelligence has unleashed an energy race across big tech, one investors can no longer ignore.
No room for complacency, says Luxembourg fund tokenizer
Investre founder Georges Bock urges Luxembourg to stay ahead as blockchain reshapes the fund industry, warning that technology is advancing too quickly for comfort.
WTax: AI in withholding tax: substance over hype
Artificial intelligence offers meaningful efficiency in withholding tax recovery, but expertise remains critical. Both elements can (and must) work together.
Forget ‘superstar city’: a new look at REIT cash flows
A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial insight for valuing REITs (real estate investment trusts). The explanation lies in lower rental yields and surprisingly low risk, which fundamentally changes how future cash flows should be assessed.
Donald Trump and the Nobel Peace Prize
The recent developments in the Middle East make one thing absolutely clear: president Donald Trump deserves the Nobel Peace Prize. This is the logical conclusion if we look at what the prize is supposed to reward: concrete peace achievements that save lives.
Investors struggle to price nature’s true value
Despite growing awareness, nature remains a hard sell for investors.
The death of IPOs, long live Luxembourg
The public markets are shrinking, but private capital is booming, and Luxembourg is quietly building the exchange of the future.
‘Gold could still double in price’
After years of underperformance, investors are once again paying attention to commodities. They are using gold to hedge against higher inflation but also recognize the growth potential tied to the energy transition.
Weathering the climate challenge with data
Van Lanschot Kempen uses sophisticated climate data to assess the potential impact of natural hazards on valuation and price-in the risks. How do we approach this?