Evergreens Insights: AI, interest rates and market resilience - Julien Kohn looks back at the first half of the year

In this short extract from the “Evergreens by Spuerkeess” podcast, we give the floor to Nick Huberty, Portfolio Manager at Spuerkeess, to explain what is driving the financial markets in 2025. He discusses the mixed performance of equities, the effects of US monetary policy, the challenges of diversification and emerging trends such as commodities and cryptocurrencies. He gives a lucid and qualified analysis on prudence and opportunities.

In this short extract from the "Evergreens by Spuerkeess" podcast, Julien Kohn, Investment Portfolio Manager at Spuerkeess, shares his analysis of the financial markets in the first half of 2025. He discusses the effects of China’s DeepSeek AI, tensions related to US monetary policy, European dynamics and the outlook for the months ahead, with a balanced vision of prudence and opportunities in a changing global context.

In this short extract from the “Evergreens by Spuerkeess” podcast, David Schmit, Private Banking Advisor at Spuerkeess, shares his perspective on changes in customer portfolios, the impact of geopolitical and monetary tensions, and emerging investment trends. He discusses the challenges of diversification, the comeback of commodities, and the importance of keeping a cool head during periods of volatility. A pragmatic and forward-looking perspective.

In this short extract from the "Evergreens by Spuerkeess" podcast, we talk to Francesco Ferrero, Head of Artificial Intelligence Research, Data Science, Software Development and Artificial Intelligence Strategy at LIST. He shares his views on the technological, ethical and strategic challenges posed by generative AI. Learn about his views on the importance of frugal, sovereign and responsible AI, and find out about the European initiatives that are shaping the future of this technology.

In this short extract from the "Evergreens by Spuerkeess" podcast, we talk to Nicolas Griedlich, Partner at Deloitte Luxembourg in charge of artificial intelligence and data management, to explore the aims of artificial intelligence in business. He shares his views on the rapid evolution of generative AI, and the challenges associated with digital sovereignty, data quality and employee training. Learn about his analysis of emerging trends, such as agentic AI, and his call for a strategic, responsible and European adoption of this technology.

In this short extract from the "Evergreens by Spuerkeess" podcast, Rachid M'haouach, Chief Data Officer and Head of Business Unit Data Management at Spuerkeess, shares his experience of integrating generative artificial intelligence across the Bank. He considers the enthusiasm of the employees, the structuring of a pragmatic approach based on use cases and the challenges associated with infrastructure, regulation and acculturation. Find out how Spuerkeess is building a sustainable AI strategy, centred on people and aligned with European challenges.

In this extract from the “Evergreens by Spuerkeess” podcast, we share the views of Michel Wursteisen, QSHE, Security & Compliance Manager at Wallenborn Transports S.A., on the importance of sustainability and guiding businesses towards a successful energy transition. Discover his advice on how to apply it effectively as well as strategies for building a sustainable and resilient business.

In this extract from the "Evergreens by Spuerkeess" podcast, we share the views of Anne-Marie Loesch, Head of Sustainability & Business Development at the House of Sustainability, on the importance of sustainability and guiding businesses towards a successful energy transition. Discover her advice on how to apply it effectively and strategies for building a sustainable and resilient business.

In this extract from the "Evergreens by Spuerkeess" podcast, Romy Reding, Head of the Transition Enabler programme at Spuerkeess, shares her views on the importance of sustainability and the role of Spuerkeess in helping companies move towards a more sustainable economy. Discover her advice on how to apply it effectively and what strategies there are for building a sustainable and resilient business.

In this short extract from the “Evergreens by Spuerkeess” podcast, Bertrand Lathoud, COO and Senior Advisor at the Luxembourg House of Cybersecurity, explains the importance of cybersecurity. He considers current threats and shares some practical advice on how to protect businesses. He also highlights the role played by artificial intelligence (AI) in the evolution of cybersecurity, and underlines the importance of staying informed and vigilant on an ever-changing digital landscape.

In this short extract from the “Evergreens by Spuerkeess” podcast, we are pleased to welcome Philippe Parage, IT Infrastructure Engineer and Cybersecurity Advisor at the National Cybersecurity Competence Centre (NC3). He shares with us crucial information on cybersecurity, the most common types of attack and essential protective measures for businesses and individuals. Find out how you can bolster your online security and protect your assets against cyberthreats with advice from an expert in the field.

In this short extract from the “Evergreens by Spuerkeess” podcast, Lars Weber, Chief Information Security Officer at Spuerkeess, talks about the importance of cybersecurity. He considers current threats and shares some practical advice on how to protect businesses. He also highlights the role played by artificial intelligence (AI) in the evolution of cybersecurity, and underlines the importance of staying informed and vigilant on an ever-changing digital landscape.