Investment Officer Luxembourg

Diversification remains the cornerstone of asset allocation, investment strategists agreed at Investment Officer’s Portfolio Day, as volatility upends assumptions about safe assets.

Brussels’ flagship sustainability law, the CSRD, is caught in a EU political crossfire—Luxembourg included—triggering confusion, Omnibus exemptions and regulatory backpedalling. Norton Rose Fulbright’s Claire Guilbert and Cyril Clugnac explain.

Just two weeks ahead of the NATO summit in The Hague, former Belgian Prime Minister Yves Leterme has sharply criticized the alliance’s proposed five-percent-of-GDP defense target, calling it a “collective irrationality” that risks overwhelming European decision-making.

ESMA’s guidelines for fund names are now in force. Is your fund truly compliant? Or is it risking regulatory attention?

European policymakers, economists, and politicians are in desperate need of a reality check—an awakening that brings them back down to earth and forces them to finally make effective, objective, and intelligent decisions. Something that has been missing for years.

The application of artificial intelligence can significantly lower wealth management costs and help non-investors in Europe start investing wisely. “AI is simply automation that can provide positive nudges — for example, to not sell when the market crashes.”

Morningstar this week looks at euro corporate bond funds and compares Janus Henderson with Invesco. After tariff tensions rattled markets, fund managers remain cautiously positioned in defensive sectors despite temporary relief.

Scott Bessent, the U.S. Treasury Secretary and key architect of President Trump’s economic agenda, is being discussed as a potential successor to Federal Reserve Chair Jerome Powell. Bloomberg cited anonymous sources saying his name has been floated for the role.