Transfers: LuxCMA, Linklaters Luxembourg, ISSA, CBRE
This week’s overview of people transfers and appointments in and around Luxembourg includes updates from the Luxembourg Capital Markets Association, law firm Linklaters, the International Securities Services Association (ISSA), and CBRE.
Widespread climate of uncertainty is likely to impact global economic growth
The Trump administration's announcement in early April of much higher-than-expected tariffs has created a widespread climate of uncertainty that is likely to impact global economic growth in the months ahead.
Fund selection: what if private banks and fund houses are family?
Can private clients still trust that their bank’s advice is objective when that bank also owns a stake in the fund house behind the recommended products? The question is becoming more pressing across Europe, including Luxembourg, where private banks and fund distributors sit at the crossroads of European asset flows.
Über-capitalist becomes communist
One fascinating espionage technique during the Cold War was the “sleeper mole.” These were Soviet agents who operated inconspicuously in the West for years—sometimes even decades—awaiting activation. To avoid being recognized as communists, these moles had to cultivate the opposite image. In the eyes of Soviet strategists, the perfect cover? An extreme capitalist: someone who lines his house with gold, plasters his name in gold letters on buildings, and constantly boasts about wealth and success.
Inflation forces a generational rethink among investors
After more than thirty years of falling rates, globalization and passive dominance, a new era is forcing investors to rethink the rules.
Schroders : New investors create opportunities for active to outperform
Schroders : The emergence of new investors creates opportunities for active to outperform
Janus Henderson: A gameplan for healthcare investing amid policy uncertainty
Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns, thanks to these qualities.
Luxembourg holds the line on sustainable investing
Despite a US backlash, Luxembourg champions still sustainable investing through institutional support, regulatory debate, and industrial innovation.
Chart of the week: Mar-a-Lago: pressure, predicament, and drama
President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the Mar-a-Lago Accord in the history books, securing the hegemony of the US dollar. But for now, it remains something Trump can only dream about.
Morningstar: Impax vs. Pictet in ecology funds
Sustainable investing has been under pressure for some time, not least due to the policies of U.S. President Donald Trump. This shift in sentiment has also hit ecology funds hard.