Investment Officer Luxembourg

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the slightest interest in the financial markets. Extremely negative stories, stories about the issues of the day, or stories with sensational headlines tend to do particularly well. Although I’m occasionally lumped into the first category, I’m usually not very good at writing those kinds of stories. But today I have a topic that tops the charts every day: Artificial Intelligence.

In the first quarter of 2026, hard-currency emerging-markets sovereign debt held up modestly better for European investors than for US investors. Euro-based returns were broadly flat, compared with a decline of around 0.2% for US dollar-based investors.

Software stocks are being repriced as investors reassess how artificial intelligence will reshape the industry. Some fund managers now argue the selloff has gone too far, even as uncertainty around long-term earnings remains unresolved.

A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the economic backdrop remains stubbornly solid, the case for US assets is alive and kicking, America’s largest investors say.

This week’s update of people transfers in wealth and asset management in Luxembourg and beyond.

A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US equity markets just as index providers move to fast-track their inclusion. Asset managers expect this combination could inject fresh volatility into passive investment strategies.

Fund administrator Trustmoore has acquired the fundtech platform Assetcare, the company—primarily active in the Netherlands and Luxembourg—announced on Wednesday. Amsterdam-based Assetcare will continue to operate under its own name.

Asset managers and financial planners need to focus more explicitly on heirs in the run-up to the “Great Wealth Transfer” in order to limit asset outflows and safeguard their own future. They should, in fact, behave more like a family office.