By pascal
Job Title: Senior Wealth Manager Your role: Developing Luxembourg or its neighboring countries’ markets in wealth and asset management. Building trusted relationships with clients and developing new business opportunities within your existing and new client base. Participating in the development of new services and solutions. Your profile: An existing directly and privately managed client book … Continued
By leon
Financial markets are relieved by the announcement of Trump he had no intention of firing Federal Reserve Chair Jerome Powell with equity and bond markets up and the USD strengthening. “Never did,” Trump said. “The press runs away with things. No, I have no intention of firing him. I would like to see him be … Continued
By leon
Léon Kirch: «L’efficience des marchés est théorique» | Paperjam News
By leon
Achieving annual sales growth of more than 10% is challenging, but sustaining that level of growth consistently over a decade is nearly impossible. The graph below illustrates this point with companies in the S&P 500—where only one managed to maintain such high growth over 10 years. For investors, the odds of randomly selecting that company … Continued
By pascal
✨ Reflecting on an insightful morning at Brasserie du Cercle! ✨ Yesterday, we had the pleasure of hosting our “Wealth & Breakfast” event, bringing together investment professionals and market enthusiasts to discuss the key challenges and opportunities shaping 2025. 🔍 Our discussion covered: 📈 The dominance of tech stocks in the markets 🌍 The impact … Continued
By pascal
✨ Retour sur notre événement ECP du 10 décembre au golf grand-ducal de Luxembourg: une soirée d’échanges et d’inspiration ! Nous avons eu le plaisir de rassembler une communauté d’experts, d’investisseurs et de partenaires autour d’une soirée riche en partages et en découvertes. 🌟 Les temps forts de cet événement : Une intervention inspirante de … Continued
By root
2024 will go down in monetary history as a year of financial easing with central banks across the globe reducing their interest rates. While the Fed has taken the lead, many countries have followed ( with the noticeable exception of Japan that raised rates ). Now China has also introduced and signalled monetary and fiscal … Continued
By root
As of the latest summer update, the S&P 500 is trading at 21.2 times forward 12-month earnings, which is 1.1 standard deviations above its 10-year median. Among the sectors, Information Technology stands out as the most expensive, with the sector trading at 9.3 times sales. On the other end of the spectrum, the Energy, Financials … Continued
By root
The collapse of the main bridge crossing Baltimore’s outer harbour after a large container ship had crashed into it showed that infrastructure matters and needs investment. As Bloomberg columnist John Authers rightly pointed out “Listed infrastructure, despite the painfully great demand for it, is evidently not delivering returns for shareholders” and “Getting big infrastructure built … Continued
By root
Interesting chart brought to my attention by my colleague Boris Cukon, co-manager with Vincent Vandamme of the Isatis global natural resources flexible Fund specialized on commodities and managed by ECP. The ratio of the market value of gold stocks to gold is currently nearing a record low last seen in 1980 and 2015. If history … Continued