The rise of AI may make smallcap outperformance harder
Machine learning is increasingly used to identify inefficiencies in small- and midcap markets. But as more investors adopt the same technology, it could make generating alpha more difficult.
Playing with the optimal investment mix
An unprecedented wealth transfer is underway. Over the next two decades, an estimated 124,000 billion dollar in assets will shift globally from the baby boomer generation to younger generations.
Tuerlinckx Tax Lawyers: arrange timely access to MyMinFin to file Belgian CIV tax return
The Belgian tax administration has further digitalized the procedure for filing the tax on collective investment institutions (CIV tax). In principle, the tax return must now be submitted electronically through the MyMinFin portal.
The Great Monetary Illusion: Why equity markets soar in a fragile world
Many investors today look at global equity indices and wonder how markets have risen so sharply over the past two decades in an environment marked by tepid economic growth, recurring geopolitical shocks and rising public debt burdens.
Russia’s ‘hybrid warfare’ in Europe is a concern for financial supervisors
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.
Emerging markets holding up amid strong dollar - for now
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.
The rise of sales-as-a-service
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.
Shake-out in active management not over says M&G
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.
Chart of the week: the hidden cost of Trump’s war
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.
Oil shock puts central banks ahead of difficult rate decisions
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.