Asset Allocation

Luxembourg. Photo: Unsplash.
Asset Allocation
October 14, 2026

Luxembourg targets private wealth for private equity growth

Luxembourg’s private equity industry is seeking fresh business from wealthy investors and a buoyant…
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Beleggen in Europa
Asset Allocation
October 9, 2026

Allianz fund manager Hautin: ‘We do not invest in Europe as a whole’

Europe is in crisis and losing ground to the United States. Investors are disappointed by the pace…
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Salman Ahmed, Fidelity
Asset Allocation
October 8, 2026

Fidelity cuts duration as rates rise rapidly

The speed at which interest rates are currently rising has prompted Fidelity International to…
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Nick Moss (Nuveen), Sarah Angus (PGIM) en Tim van den Pol (Van Lanschot Kempen)
Asset Allocation
October 6, 2026

Farmland investors count the cost of climate resilience

Heat and water scarcity are putting pressure on farmland returns. Asset managers are investing in…
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Arun Sai, senior multi-asset strategist, Pictet Asset Management
Asset Allocation
July 14, 2026

Pictet AM: ‘Future rate hikes won’t hurt equity portfolios like they used to’

Investors should no longer assume a Federal Reserve rate hike is automatically bad for equities…
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Maatwerk
Asset Allocation
July 8, 2026

State Street: demand for customised investment solutions grows

State Street Investment Management is seeing growing demand for customised investment solutions…
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Cooling pipes at Google's data centre in Oregon. Photo: Google.
Asset Allocation
June 24, 2026

AI bonds risk amplifying equity exposure, Doubleline warns

Institutional investors risk concentrating rather than diversifying their portfolios by adding…
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Football - Heitor Vitar - Pexel
Asset Allocation
June 10, 2026

Football is emerging as an investment market

Football is attracting growing interest from private equity firms, lenders and other institutional…
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Vincent Juvyns - ING
Asset Allocation
June 8, 2026

ING sees bonds at their most attractive in twenty years

ING strategists Frédéric Degembe and Vincent Juvyns believe the current market environment offers…
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Emily Whiting. Photo: JP Morgan AM.
Asset Allocation
June 2, 2026

Asia is no longer just an emerging-markets trade

India may be under pressure from higher energy costs and geopolitical tensions, but investors should…
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From left to right: Piera Elisa Grassi (JPMorgan), Tom Stephens (Schroders), Gilles Dauphiné (Amundi) and Michael Mohr (Xtrackers/DWS).
Asset Allocation
May 28, 2026

Active ETFs redraw Europe’s investment landscape

For years, European investors treated ETFs as passive building blocks and mutual funds as the…
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Karen Ward - JPM_Media_Summit
Asset Allocation
May 26, 2026

Teflon markets: why turmoil now reads as stimulus

Markets, in short, are no longer pricing peace. They are pricing managed instability.
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Madison Faller. Photo: J.P. Morgan Private Bank
Asset Allocation
May 21, 2026

JP Morgan tells wealthy clients: your cash is the risk now

Wealthy investors who built large cash buffers after the pandemic may now face a different threat…
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SpaceX - Illustration: NASA/SpaceX.
Asset Allocation
May 13, 2026

Van Eck warns on opaque SpaceX trading

The rush among private clients to buy into SpaceX, OpenAI, and Anthropic before they reach public…
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