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Finance
AI and the future of productivity (Photo: Capital Group)
BRAND VOICE - MARKETS

AI and the future of productivity

It goes without saying that the US has been a dominant force in the global economy. The structural foundations of its long-term economic growth included a winning combination of superior productivity, a culture of innovation and risk-taking, and a stable, predictable regulatory framework.

Capital Group • 16.04.2026
Europe may be energy-dependent, yet its equity indices have a sector composition that benefits from higher commodity prices, noted Lilia Peytavin, global market strategist at J.P. Morgan Asset Management, in an interview on 14 April 2026.  Photos: J.P. Morgan Asset Management, Shutterstock; editing: Paperjam
MARKETS

Why equities hold up even as energy risks mount

Sylvain Barrette • 15.04.2026
Nicolas Sopel est head of macro research & chief strategist Luxembourg chez Quintet Private Bank. (Photo: Quintet Private Bank)
MARKETS

The art of negotiation is not the art of war

Nicolas Sopel (Quintet Private Bank) • 12.04.2026
Guy Ertz est chief investment advisor chez BGL BNP Paribas et deputy global CIO de BNP Paribas. (Photo: courtesy of Guy Ertz. Editing: Paperjam)
MARKETS

German government bond yields have probably peaked

Guy Ertz (BGL BNP Paribas) • 09.04.2026
Soft margins and rising leverage are straining private credit. Micael Dimler, senior vice president, private corporate credit at Morningstar DBRS warns this could translate into a prolonged, lower-multiple exit environment for private equity sponsors. Photos: Morningstar DBRS , Shutterstock, Montage: Paperjam
MARKETS

The easy money era’s aftermath is hitting private credit

Sylvain Barrette • 08.04.2026
The European equity market has shifted from slight overvaluation at the start of the year to trading at roughly a 10% discount to fair value, said Michael Field, chief market strategist EMEA at Morningstar, during a webinar on 2 April 2026. Photos: Shutterstock, Morningstar, Montage Paperjam
MARKETS

Growth stocks turn cheaper than value in rare reversal

Sylvain Barrette • 07.04.2026
Alexandre Gauthy is a senior portfolio manager and FX market strategist at Indosuez Wealth Management in Luxembourg. Photo: Indosuez Wealth Management
MARKETS

The fall in the price of gold: an opportunity worth considering

Alexandre Gauthy (Indosuez Wealth Management) • 05.04.2026
Europe is outgunned in stablecoins, so it must pivot to euro payment rails and regulated distribution to keep the euro the default in European commerce. Photo: Shutterstock
EUROPE

Stablecoins and the Art of War: Why Europe must pivot

Kangkan Halder • 02.04.2026
How to weather today’s markets with income strategies (Photo: Fidelity International)
BRAND VOICE - MARKETS

How to weather today’s markets with income strategies

Fidelity International • 02.04.2026
Philippe Ledent is senior economist at ING Belux. Photo: Paperjam/archive
MARKETS

Rates: the markets’ excessive anticipation

Philippe Ledent • 29.03.2026
“The growth of Luxembourg’s financial centre has extended across all sectors, including funds, insurance, capital markets and digital finance,” said Tom Théobald, CEO of Luxembourg for Finance (LFF). (Photo: Guy Wolff/archive)
INSTITUTIONS

Luxembourg: €8.2trn in assets for the first time

Thierry Labro • 26.03.2026
While markets had initially anticipated interest rate cuts, traders are now pricing in possible rate hikes from the Bank of England and the European Central Bank, said Michael Field, chief European market strategist at Morningstar, speaking at ALFI’s Asset Management Conference on 25 March 2026. Photo: Sylvain Barrette
MARKETS

Larry Fink: “$150 oil could trigger global recession”

Sylvain Barrette • 25.03.2026
“We will not act before we have sufficient information on the size and persistence of the shock and its propagation. But we will not be paralysed by hesitation,” Christine Lagarde, president of the European Central Bank, at the ECB Watchers conference in Frankfurt am Main on 25 March 2026. Library photo: European Central Bank
MARKETS

On rates, ECB’s Lagarde signals nothing

Kangkan Halder • 25.03.2026
Manuel Maleki is a Ph.D. economist with the Edmond de Rothschild Group. (Photo: Edmond de Rothschild)
MARKETS

Oil: a geopolitical premium on the way to becoming structural

Manuel Maleki (Edmond de Rothschild) • 22.03.2026
The review is driven by the belief that overly complex and stringent rules have stifled European market growth, explained Roberto Steri, associate professor of empirical finance at the University of Luxembourg, during an interview on 11 March 2026. Photo: University of Luxembourg
MARKETS

Due diligence in securitisation: both a victim and a murderer

Sylvain Barrette • 17.03.2026
“This proposed divestment is fully in line with our SGSS strategy,” Arnaud Jacquemin, head of Societe Generale Securities Services, stated as Societe Generale and Crédit Mutuel Arkéa signed a memorandum of understanding on the proposed sale of the retail activity. Photo: SGSS
MARKETS

Société Générale agrees sale of retail securities business

Kangkan Halder • 17.03.2026
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