Roelof Salomons: ‘Increased frequency of internal memos’
Roelof Salomons hit the ground running when he became Chief Strategist at Blackrock Netherlands exactly six months ago. According to him, we are at a turning point. Capital flows are shifting direction, creating tremendous opportunities for investors in Europe.
Transfers: Nagelmackers, HF Quarters, Edmond de Rothschild, Allianz GI
This week’s overview of transfers and appointments in and around Luxembourg includes updates from Edmond de Rothschild, Bank Nagelmackers, HF Quarters, and Allianz Global Investors.
Capital Group | Decoding tariffs: What’s the economic impact?
A new round of tariffs targeting Canada, Mexico and China has whipsawed financial markets in recent days as investors wrestle with the implications of rising policy uncertainty and the impact on the global economy.
Janus Henderson: A diversifying opportunity: The case for small cap investing
In the evolving landscape of investment opportunities, small-cap equities stand out for their potential to enhance and diversify portfolios.
Wealth managers revisit small crypto allocations in portfolios
Bitcoin’s persistent popularity is reigniting portfolio debates among European wealth managers.
Oil stocks are a very cheap hedge against inflation
The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing greater investment discipline. However, an increasing oil supply is dampening short-term expectations.
CSSF flags persistent AML gaps at investment firms
Anti-money laundering compliance has become a defining test for Luxembourg’s investment sector. At a closed-door AML/CFT conference on 28 March, the CSSF warned of persistent governance gaps, just as EU reforms raise the bar for compliance.
“Tear down this wall”
In the 1980s, Ronald Reagan became known for his hardline stance against the Soviet Union—a strategy that ultimately contributed to the end of the Cold War. Today, we see Donald Trump adopting a similarly confrontational approach, but this time on the economic battlefield.
Schroders: Impact investing can be a driver of investment alpha
Schroders: Impact investing can be a driver of investment alpha
RBC BlueBay: Three drivers of growth and profitability in emerging markets
Earnings growth is set to become a key driver of EM equities returns in 2025.