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Jort van der Horst
Investing
March 4, 2026
Investors reassess strategic asset allocation as negative correlation returns
With the restoration of the negative correlation between equities and bonds, the structure of…
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Investing
February 24, 2026
Clarity around ‘Sanaenomics’ makes Japan investable again
Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more…
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Investing
February 12, 2026
Convergence in European government bonds seen near its limits
Spreads on European government bonds are at their lowest level since 2008. The periphery is…
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Investing
February 5, 2026
Five-year plan guides renewed China allocation
Chinese equities have outperformed Wall Street for two consecutive years, yet the label…
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Investing
January 12, 2026
EM investors broaden their focus after years focusing on Asia
Where China and India set the pace in emerging markets for many years, investors are increasingly…
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Investing
January 6, 2026
What remains of ‘Who cares wins’? ESG after 25 years in perspective
What began as a tool for measuring risks evolved into a normative framework, only to return under…
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Investing
November 12, 2025
Baillie Gifford shifts growth hunt to private markets
To spot the next Tesla or Nvidia in time, Baillie Gifford is increasingly seeking growth…
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Investing
October 31, 2025
Big tech companies take the next step in debt financing
Earlier this month, Meta announced that it would finance the construction of a new data center…
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Investing
October 16, 2025
The rise of EMD is not a wave, but an upward trend
Not only this year are bonds from emerging markets an attractive alternative to the volatile debt of…
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Investing
October 9, 2025
Defense and AI push European thematic ETFs to record size
Assets in European thematic ETFs have climbed to a record 52 billion euro, the highest level since…
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News
September 22, 2025
Nuclear revival in Europe mainly benefits the US
British Prime Minister Keir Starmer announced a multibillion-dollar deal last week with the US for…
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Investing
September 15, 2025
Call for European investment savings plan modeled on Sweden
Sweden has encouraged 3.8 million households to start investing through a tax-friendly savings plan…
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Fund Interview
August 6, 2025
Carmignac’s flagship fund stages a comeback, without the crowd
After years of disappointing returns, the Carmignac’s flagship Patrimoine fund is showing signs of…
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Investing
July 17, 2025
‘Shy ETF’ reignites active-passive investing debate
The accelerating growth of active ETFs is blurring the lines between active and passive management…
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