Investment Officer Luxembourg

While the “Magnificent Seven” are expected to deliver strong results, it is the remaining 493 companies in the S&P 500 that are increasingly catching attention with improving earnings.

While strides have been made in governance practices, significant disparities remain across regions and fund types, shows a fund governance survey conducted by PwC Luxembourg and the Luxembourg Institute of Directors, ILA. Especially Alternative Investment Funds have yet to make big steps in governance, it shows.

Global emerging markets local currency bonds had a tough 2024, but two standout strategies—Capital Group and Colchester—weathered the storm with distinct approaches. Morningstar analysis reveals the key differences driving their results.

Europe’s financial watchdogs are setting their sights on non-bank financial institutions (NBFIs), a sector that has grown increasingly prominent as an alternative to traditional banks in providing credit.

The Pan-European Pension Product (PEPP) has struggled to gain traction since its 2022 launch, but proposed reforms under “PEPP 2.0” could create significant opportunities for Luxembourg’s fund and asset management industry.

This week’s overview of transfers and appointments in and around Luxembourg includes updates from UI Luxembourg, Waystone, Schroders and Moonfare.

The world faces mounting challenges in 2025, according to the latest Global Risks Report published by the World Economic Forum.

Several chief investment officers from Dutch private banks have raised concerns about the “great danger” of consensus forecasts on US equities for 2025.