Investment Officer Luxembourg

While Europe continues to attract investors seeking attractive valuations and macroeconomic stability, M&G sees a fundamental shift occurring in the US capital markets: 75 percent of credit growth is now taking place through the private market—a structural transformation that is only accelerating.

Quintet Private Bank on Wednesday announced a new offering that enables its discretionary clients across the Benelux to access private market investments through European long-term investment funds (Eltifs).

Columbia Threadneedle Investments is preparing to launch a new range of Irish-domiciled active ETFs, but unlike many of its peers, the firm will oversee these funds from Luxembourg, not Dublin.

This week’s overview of appointments and people transfers includes updates from European fund and asset management association Efama, EY Luxembourg, LuxReal, and Sygnum Bank.

Geopolitical risk returns as markets weigh Iran escalation, energy disruption and central bank caution following U.S. attacks on nuclear sites.

With traditional market dynamics breaking down and foreign holdings of U.S. assets at record highs, US fund houses Doubleline Capital and Pimco both warn that investors can no longer rely on the old dollar playbook.

2025 had barely begun when the euphoria of the previous year was gone for good. Geopolitical tensions, economic concerns and political conflicts dominate the financial markets—even if the stock markets have calmed down a little (at least for the time being) since the turbulent beginning of April. Super ManCo Universal Investment’s analysis shows how institutional investors are trying to cope with the new environment and which trends are evolving in their portfolios.

As artificial intelligence takes over functions once handled by offshore teams, asset managers and their services firms face a new frontier, one that blends automation gains with urgent ESG questions.

The tariffs announced by President Trump are accelerating an already ongoing reshoring trend. Companies are being forced to revise their strategies—and so are investors. Intermediaries stand to benefit, as do warehouse providers. According to Christoph Berger of DNCA (Luxembourg), investors would do well to focus on countries gaining ground in the reorganization of supply chains, but without letting import tariffs be their sole guide.

Morningstar this week compares Comgest to Carmignac as it highlights why strong culture, stability, and long-term focus define top-tier asset managers.