The global economy appears to be holding up
The to-and-fro of Donald Trump's tariff policy maintains a general climate of uncertainty, reducing visibility for all economic players, note Guy Wagner and his team in their latest monthly market report "Highlights".
Mid-sized ManCos drive Luxembourg’s alternatives surge
The number of licensed management companies in Luxembourg has held steady at 298. But this surface stability masks a quiet transformation in the Grand Duchy’s asset services industry.
Candriam waves Metaverse goodbye and restructures fund
Candriam is transforming its Global Metaverse Fund—originally focused on companies developing the metaverse—into a tech fund centered around AI, cybersecurity, and other trends. It marks a clear sign that the tech hype of 2022 has fully fizzled out.
Baillie Gifford: Let's talk about Actual investing
Stuart Dunbar, partner at Scottish asset manager Baillie Gifford, reaffirms the importance of active investment management to a healthy capitalist system.
A few words about gold
The price of gold is determined by the interaction between supply and demand for the metal. It is therefore worth briefly reviewing the sources of demand and supply, which are:
Dull dividend stocks are making a comeback
The underweighting of expensive U.S. growth stocks is playing into the hands of dividend strategies. Investors are once again showing interest in boring companies with stable dividends.
Morningstar: MFS vs. Maj Invest in Global Large-Cap Value Equities
After years of underperformance, European equities are finally stepping out of the shadow of their U.S. counterparts in 2025. Investors began the year skeptical about Europe, but sentiment shifted—thanks in part to a German proposal to invest heavily in infrastructure and defense.
Euro as a challenger to the dollar?
The U.S. dollar is taking a beating. I’m not just referring to its exchange rate, but also to the growing doubts being raised about the role the greenback plays on the global stage as the de facto world currency.
Schroders Capital : How battery storage systems enable the global energy transition
Schroders Capital : How battery storage systems enable the global energy transition
Luxembourg family offices quietly reposition for a new generation
Across Luxembourg, family offices are preparing for change as younger generations begin to take more control. With new priorities like sustainability, digital tools and impact investing, wealth managers are adjusting how they support family clients.