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AI’s next winners probably won’t be tech-companies, says Van...
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Han Dieperink
Opinion
April 21, 2026

Some software stocks find upside in AI

There was a time when software companies could rely on growth rates and compelling narratives about…
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Kevin Khang, senior global economist at Vanguard
April 20, 2026

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

If history is any guide, the artificial intelligence boom will not be those who build the technology…
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Jeroen Blokland
Opinion
April 20, 2026

Chart of the week: J-curve or U-turn

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the…
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Software PC - Lukas Blazek - Pexels
Asset Allocation
April 17, 2026

Investors return to beaten-down software stocks

Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Cairo
Expert Panel
April 17, 2026

Morningstar: Barings versus Blackrock in Global Emerging Markets Bond

In the first quarter of 2026, hard-currency emerging-markets sovereign debt held up modestly better…
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Credit: William Hadley / Unsplash
Asset Managers
April 16, 2026

Selling America is misreading of bigger picture, US managers say

A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the…
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Guillaume Lendormy. Photo: Schroders.
Transfers
April 16, 2026

Transfers: Schroders, LHoFT, Feri, Goldman Sachs

This week’s update of people transfers in wealth and asset management in Luxembourg and beyond.
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Kantoor Trustmoore in Amsterdam
Asset Servicing
April 15, 2026

Trustmoore acquires Assetcare

Fund administrator Trustmoore has acquired the fundtech platform Assetcare, the company—primarily…
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SpaceX CEO Elon Musk views the wreckage of his Starship SN8 in 2020. Photo: Steve Jurvetson via Wikimedia.
April 15, 2026

Galactic American IPOs set to test passive investors as index rules shift

A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US…
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Generatiewissel
Asset Managers
April 15, 2026

‘Wealth transfer increases risk of outflows for advisors’

Asset managers and financial planners need to focus more explicitly on heirs in the run-up to the…
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Most read

Software PC - Lukas Blazek - Pexels
Asset Allocation

Investors return to beaten-down software stocks

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Jeannette von Wolfersdorff.
Investing

Markets are pricing a world that may no longer exist

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Diederik Timmer, president Europe for Glass Lewis.
Laws and Regulations

Glass Lewis navigates US backlash with global push

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Kevin Khang, senior global economist at Vanguard

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

Read more
Cairo
Expert Panel

Morningstar: Barings versus Blackrock in Global Emerging Markets Bond

Read more

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