Schroders : Private markets outlook Q4 2025
Schroders : Private markets outlook Q4 2025
Manager selection: is it alpha or beta?
With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging markets have finally come back into favor. Well below the radar, however, frontier markets have already enjoyed growing popularity among a select audience for some time.
AI momentum stirs old memories as investors stay watchful
The global race to dominate artificial intelligence may feel a world away from Luxembourg, yet the Grand Duchy’s private banks and asset managers are watching the frenzy with growing interest.
2026 Annual Investment Outlook
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
In Liechtenstein, VanEck shapes tomorrow’s fund management
In 2020, VanEck chose Liechtenstein to lay the foundation for its first crypto investments. Since then, the crypto team has expanded significantly. According to VanEck, this is a preview of what the future of fund management may look like.
Bond Allocation: still relevant in today’s market environment?
Written by Aurore Lecrom, High Yield Portfolio Manager at La Française Asset Management
Europe’s fund market faces a major shake-up under SFDR 2
Europe’s fund market is on the brink of a major reshuffle. Under SFDR 2.0, the European Commission’s revised sustainability rulebook, non-sustainable Article 6 funds are set to become the dominant category at the expense of the most popular sustainability category, Article 8.
Schroders : Five lessons that help you stay calm as markets jitter
Five lessons that help you stay calm as markets jitter
Quiet shifts, lasting impact: Opportunities in Japanese small-caps
In Japanese small-caps some changes may not be making headlines, but are reshaping the opportunity set for patient investors.
Office REITs at historical high discount : structural shift or market mispricing?
Since the end of the Covid-19 pandemic, office Real Estate companies have continued to struggle on the stock market. They are underperforming the Eurozone Real Estate index across all sectors.