Chart of the week: Powell vs Trump, interest versus rhetoric
A beneficial side effect of President Trump is that we can trash all incoming macro figures without further analysis. That saves time and provides space to focus on what will almost certainly be a titanic battle: Powell vs Trump.
Masterpieces or market assets? The fine line between art and commerce
With some exceptions, investors have tended to view art as a niche asset class—volatile, illiquid, and largely the domain of collectors rather than institutional portfolios. But what if the real opportunity lies not only in expensive paintings and sculptures but also in the broader creative economy?
Morningstar: Robeco versus Blackrock in Financials
Investors have plenty of choices. The financial services sector encompasses a diverse universe from which portfolio investors can make their selections. Traditionally, banks and insurers dominate, but companies involved in payments, stock exchanges, capital markets, and asset management are also part of the broad range of investment opportunities.
Capital Group | Rob Lovelace on what could drive markets in 2025
As we enter the midpoint of the decade, investors are asking many of the same questions they did at the start of the 2020s.
‘Fantastic returns on cat bonds’
The increased likelihood of natural disasters due to climate change does not make investing in catastrophe bonds (cat bonds) any less attractive. On the contrary, experts say that due to the rising capital needs of reinsurers and higher premiums, returns can actually increase.
Transfer: Dirkmaat appointed director Business Development Benelux at Federated Hermes
This week’s overview of transfers and appointments in and around Luxembourg includes one update from Federated Hermes.
Janus Henderson: Changing of the guard: Bonds react to European policy shifts
Tim Winstone, fixed income portfolio manager, considers the impact on credit markets of a seismic shift in tone on defence and fiscal spending in Germany and a more subtle policy shift at the European Central Bank.
Asian disruption outpaces European tradition in the automotive industry
Once the pinnacle of innovation, German car manufacturers now risk being overtaken by Chinese automakers, who are adopting the latest technologies at a much faster pace. The willingness to innovate and embrace disruption seems to come more easily in a new market unencumbered by a long-established history.
MacGyver becomes a chief compliance officer – and regrets it
Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory Kennedy explores the impossible demands placed on compliance officers—and why even a secret agent might struggle to keep up.
RBC BlueBay - EM equities: when challenges become opportunities
Is the improved performance of Emerging markets equities sustainable?