Investment Officer Luxembourg

Digital, operational and cyber resilience are key priorities for the year to come, says CSSF director-general Claude Marx, who points out that Europe is already being targeted by hybrid warfare attacks and expects to see more in the future.

Markets still assume that the war in the Middle East will not escalate into a prolonged conflict, and that is good news for investments in emerging markets. After the initial attacks by the US and Israel on Iran, several markets in Asia and South America took significant hits, but over the past two weeks they have shown resilience.

Financial services firms increasingly test new markets through sales-as-a-service models, relying on experienced industry connectors instead of building costly local teams. Luxembourg’s global ecosystem makes this approach particularly relevant.

The shake-out in active asset management is far from finished, even as some firms regain momentum in the battle for investor flows, according to Joseph Pinto, chief executive of M&G Investments.

The price of a barrel of crude oil surged past the $100 mark as the situation in the Middle East escalated further. A small price to pay, according to the president of the United States. Yet I suspect Trump is taking too narrow a view of the true cost of this new military intervention – if he is even considering those costs at all.

The war between the United States, Israel and Iran is casting a shadow over a crucial week for central banks. The US Federal Reserve meets on Wednesday, followed a day later by the European Central Bank.

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.

The Asian bond market continues to deepen, supported by local and international interest.