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overview.opinion
Opinion
April 17, 2024
Part II UCIs: The ELTIF Fund Regime of choice?
Fund sponsors increasingly explore ways to facilitate access by retail investors to private assets…
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Opinion
April 16, 2024
Geopolitical Risks
In the financial markets, geopolitical risks often exhibit a binary nature: for a long time, they…
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Opinion
April 15, 2024
Supply in bonds and equities
This week, the following chart from the Financial Times caught my attention. It shows the net…
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Opinion
April 11, 2024
Dora is ‘around the corner’
The first quarter of 2024 has lapsed and there are only less than three quarters to go for the…
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Opinion
April 10, 2024
Animal spirits
Money’s gotta move—it’s the backbone of our economy, and the speed at which it zips around, known as…
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Asset Allocation
April 9, 2024
Alternatives continue dynamic growth
Sofia Harrschar, head of alternative investments & structuring at Universal Investment, delves into…
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Investing
April 8, 2024
We don’t want growth!
Growth has turned into our modern-day holy grail—a beacon that politicians, companies, and…
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Opinion
April 4, 2024
Asset managers don’t come to Luxembourg for the weather
Sparked by a thought-provoking piece from Gregory Kennedy, the debate about Luxembourg as an…
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Investing
April 2, 2024
Repeat offender
France reported a few weeks ago that its already exorbitant budget deficit of 4.9 per cent of French…
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Sector
March 27, 2024
Parts of the fund industry need urgent restructuring
Every now and then, my development team informs me that they need to take a pause from future…
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Asset Allocation
Berlin’s reform agenda on shaky ground after failed chancellor vote
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The true strength of Buffett: loyalty to a simple strategy
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Salary indexation will kill our fund industry
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News
As banking grows more complex, ABBL pleads for structural reform
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Investing
Investing is a game of mistakes
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