The new equity analyst is called Claude. But he can’t do everything
Write a prompt asking Claude to act like an investor who wants to know everything about a company. Upload the quarterly results of a business you follow. Click. Wait fifteen minutes. And there it is: an investment memo with a cash-flow model, scenario analysis, a risk overview and a valuation framework. Neatly structured.
Morningstar: HSBC vs Schroders in Asian bond funds
The Asian bond market continues to deepen, supported by local and international interest.
The value of not over-reacting to geopolitical turmoil
The value of not over-reacting to geopolitical turmoil
‘Phantom liquidity’ spooks evergreen investors
Investors in evergreen funds apparently did not fully grasp what they were getting into when they entrusted their capital to these “semi-liquid” vehicles investing in private markets. After Blue Owl, two large private credit funds managed by Blackstone and Blackrock were hit last week with a surge in redemption requests.
Ten indicators that show where energy markets crack
Oil prices can swing by tens of dollars within hours, as happened this week amid the war surrounding Iran. Yet the headline oil price is only one signal from the commodity markets. A further ten indicators reveal where pressure in the energy system is truly building.
CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop
Listed private markets managers are under pressure in recent weeks as investors question the resilience of evergreen funds and worry about technology exposure in private credit portfolios. Shares across the sector have slid after several retail-focused vehicles limited withdrawals, raising fresh doubts about whether funds that promise periodic liquidity can withstand market stress. Partners Group says those fears are misplaced.
Mourant anchors EU fund structuring work in Luxembourg
In a fund market that is becoming increasingly fragmented between European requirements, rising regulatory pressure, and the growth of private markets, large offshore firms can no longer ignore Luxembourg. For Mourant, historically established in Jersey, Guernsey, and the Cayman Islands, opening an office in the Grand Duchy two years ago was not merely a geographic expansion. It was a strategic repositioning.
Transfers: Cardif Lux Vie, JP Morgan, Nuveen, Blackstone
This week’s overview of people transfers from across Europe.
CM-AM Convictions USA: an opportunity in the strong US macro environment for the 2026
Written by Valentin Vergnaud, Portfolio Manager, Crédit Mutuel Asset Management
Soft skills take precedent in recruitment of young talent
Young people today are looking for a modern, balanced, purposeful, and flexible work environment, say heads of HR at Luxembourg private banks. Employers, on the other hand, are focusing on whether candidates bring transferable skills.