overview.opinion

Opinion
3 janvier 2024

Ten misconceptions around the Magnificent Seven

It is striking how few investors dare to bet their cards on the Magnificent Seven before 2024. All…
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Top 5. Photo by Joanna Poe via Flickr CC BY 2.0
Secteur
29 décembre 2023

Most read columns for 2023: The IO Luxembourg Top Five 

Outsourcing, kickback fees, alternative investments, ESG challenges and competition with Ireland…
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Jeroen Blokland
Investissement
18 décembre 2023

Earnings recessions averted?

A major hazard for investors is becoming too entrenched in their beliefs, especially when evidence…
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Opinion
14 décembre 2023

Pinsent Masons: AIFMD 2.0 and ‘Sustainability is here to stay’

The investment fund business is continuously trying to keep up with updates, guidelines and new…
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Opinion
12 décembre 2023

Harakiri in Germany

Germany is witnessing an economic downturn, a phenomenon receiving surprisingly scant attention…
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Opinion
11 décembre 2023

Absurd comedy at the ECB

In a recent speech, Christine Lagarde highlighted the dire implications of prolonged high inflation…
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Jeroen Blokland
Opinion
8 décembre 2023

Mind that Golden Gap!

These days, it is almost impossible not to talk about gold or bitcoin - for me, these two assets are…
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Gregory Kennedy, IO columnist. Image: IO.
Opinion
7 décembre 2023

Letting Ireland dominate ETFs is pure madness

On the 4th of September 1996, Luxembourg signed its most recent tax treaty with the United States of…
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Jeroen Blokland
Investissement
27 novembre 2023

Housing shortage: high prices, less growth

Skyrocketing mortgage rates and astronomical house prices make it almost impossible for the average…
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Gregory Kennedy, IO columnist. Image: IO.
Opinion
22 novembre 2023

Luxembourg Gare: Three nails in the coffin

On September 23rd, residents of the Gare district protested against the escalating levels of…
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Most recent

Wall Street’s iconic Charging Bull, temporarily wrapped, much like confidence in the dollar. Foto: Yucal Moran, Unsplash.
Investissement

Les gestionnaires américains se détournent du dollar et des emprunts et autres actifs américains

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Roughly 20 percent of global oil trade and a quarter of LNG flows pass through the Strait of Hormuz. Photo: NASA.
Investissement

Les marchés face à de nouvelles incertitudes après l’attaque contre l’Iran

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Foto door Lance Chang via Unsplash
Investissement

« Avec l’accélération du reshoring, les investisseurs doivent revoir leur stratégie »

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pexels-artempodrez-5941981
Panel d'experts

Morningstar – stabilité et puissance à long terme, Comgest et Carmignac

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Mike Chen, head of Next Generation Quant at Robeco. Photo: Robeco.
Asset Managers

Robeco développe un système d’IA qui investit de manière autonome

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