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Jort van der Horst
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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Investing
June 30, 2025
No businesses, no favorable investment climate in Europe
It’s hard to speak of a favorable investment climate when companies are leaving. While the shine may…
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Asset Allocation
May 7, 2025
Berlin’s reform agenda on shaky ground after failed chancellor vote
Friedrich Merz’s failure to secure a Bundestag majority has shaken Berlin’s political establishment…
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Investing
April 24, 2025
IMF: geopolitical events can depress stock prices by 1 percent
Major geopolitical events can depress global stock prices by around one percent per month. In…
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Investing
April 22, 2025
Investors are gaining a digital teammate with AI
Institutional investors remain cautious about integrating AI technology into the workplace. They’re…
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Investing
March 27, 2025
Defense stocks struggle to keep up with the expectations treadmill
The German Bundestag’s decision to boost defense spending through debt issuance triggered a…
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Asset Allocation
March 14, 2025
Emerging markets regain appeal as US equities look overvalued
Emerging markets may finally be ready to retake the spotlight as investors are taking a fresh look…
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Asset Managers
March 4, 2025
Concentration risk increases demand for rules-based ETFs
Due to increased concentration risk in equity markets that are ‘crammed’ into US (tech) stocks…
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Investing
February 21, 2025
Poland as a proxy for peace restoration in Ukraine
At the edge of the abyss, the most beautiful flowers bloom. According to Sebastian Kahlfeld, senior…
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