overview.opinion

Investing
May 6, 2024

A grim macro picture

The U.S. economy has long enjoyed what might be called a Goldilocks scenario: robust growth paired…
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Opinion
April 30, 2024

ECB: Practice what you preach!

I devour every speech and interview given by ECB board members, relishing each word. Yet, despite my…
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Investing
April 29, 2024

Is the yuan ripe for devaluation?

China is currently navigating a precarious situation reminiscent of the mythical dilemma between…
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Opinion
April 25, 2024

Loan origination funds; exploring the evolving framework

Loan origination activities under the EU’s second Alternative Investment Fund Management Directive…
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Opinion
April 24, 2024

Luxembourg’s fund industry needs a front office

“Fund managers are making record bonuses” is a headline often heard in London, Frankfurt, and Paris…
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Opinion
April 22, 2024

The 5 percent rule!

At the time of writing, the “mother of all equity indices,” the S&P 500 Index, is down a significant…
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Marc Meyers and Sebastiaan Hooghiemstra of Loyens & Loeff Luxembourg
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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Most recent

Expert Panel

Morningstar: Capital Group vs Fidelity in emerging market equities

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Investing

The market maintains confidence in US insurers despite wildfires

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Investing

Investors say they want global macro strategies amid uncertainty

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Transfers

Transfers: Goldman Sachs, Waystone, UBP, BLI

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Investing

A ‘structural’ Trump could be even more challenging for Europe

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