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Alpha Replaces Beta as the Easy Cycle Ends
Opinion
Correlation is not causation
Asset Allocation
Each week Hormuz stays shut costs Europe 0.1% of GDP
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Capital Group | Stock market outlook: Three investment strat...

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Jan Cant - via Linkedin
Asset Managers
April 30, 2026

Capiva Plus fund admits governance failures, seeks reset

A Belgian-led private fund, structured as a Luxembourg RAIF, at the center of a Dutch regulatory…
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Jamie Dimon (right) in conversation with NBIM CEO Nicolas Tangen.
Asset Managers
April 30, 2026

Dimon: bond markets face forced adjustment as fiscal risks compound

Jamie Dimon, chairman and chief executive officer of JPMorganChase, has warned that global bond…
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Uit elkaar
Investing
April 30, 2026

Inflation fears pull European yields further apart

The Iran war has broken the trend toward greater convergence between yields on European government…
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Andrew Wynn
Transfers
April 30, 2026

Transfers: Perwyn, Lalux, Alumia, Universal-Invest, Clifford Chance

This week’s update on people moves includes news from Perwyn, Lalux, Clifford Chance, Alumia, and…
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A tanker anchored in Malaysia awaiting a new assignment. Photo: Unsplash.
Asset Allocation
April 29, 2026

Each week Hormuz stays shut costs Europe 0.1% of GDP

Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Han Dieperink
Opinion
April 29, 2026

Correlation is not causation

Every time an oil crisis occurs, the recession scenario is immediately dusted off. The oil price…
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Chris Kaminker. Foto: Blackrock.
Asset Managers
April 28, 2026

Blackrock sees no shift in sustainability approach

From the 17th floor of the Rembrandt Tower in Amsterdam, Blackrock has a clear view of a market…
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Mabrouk Chetouane - Natixis
Investing
April 28, 2026

Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’

The French asset manager Natixis is strongly in favor of US equities in its asset allocation…
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Stéphane Pardini, CEO of Wealth Management at Quintet Luxembourg
Asset Managers
April 27, 2026

Quintet: In times of uncertainty, client contact becomes a competitive edge

In times of uncertainty, it is even more crucial to invest in the human connection that is at the…
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Jeroen Blokland
Opinion
April 27, 2026

Chart of the week: why the bull market isn’t over

With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
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Most read

Jan Cant - via Linkedin
Asset Managers

Capiva Plus fund admits governance failures, seeks reset

Read more
Allvue Systems’ Richard Change and ILPA’s Emily Kisak.
Asset Allocation

Private equity’s pay machine becomes a governance test

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Sword - Mikhail-Nilov - Pexels
Expert Panel

Morningstar: Blackrock versus JP Morgan in EUR Moderate Allocation – global

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Jamie Dimon (right) in conversation with NBIM CEO Nicolas Tangen.
Asset Managers

Dimon: bond markets face forced adjustment as fiscal risks compound

Read more
Andrew Wynn
Transfers

Transfers: Perwyn, Lalux, Alumia, Universal-Invest, Clifford Chance

Read more

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