Investment Officer Luxembourg

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.

Robeco pioneers the use of agentic AI, as autonomous systems begin to disrupt how asset managers invest, decide, and execute.

The spectacular rally in Japanese equities appears to be over after many years of strong gains. Following years of underweight positioning, global investors have finally turned their attention to Japanese stocks, spurred by a recent aversion to U.S. equities—just as momentum is beginning to fade.

Under control. No, that title isn’t about Iranian airspace—although, with recent developments, an entire column could easily be dedicated to that as well. The title refers to the American consumer, who, despite all the uncertainty surrounding tariffs, has yet to throw in the towel.

The world’s wealthiest families are pouring billions into artificial intelligence as an investment theme. But when it comes to using the technology themselves, most are still watching from the sidelines.