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Blackrock cashes in on stocks as government bonds gain appeal
With the yield on the 10-year US Treasury above 5 percent, Blackrock has taken profits on US…
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Investing
October 13, 2026
Danish pensions expand defense investment into private equity
Danish pension funds are turning to private equity to expand their defense investments, committing…
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Investing
October 12, 2026
Geopolitical turmoil puts Latin America back on the map for investors
In a world beset by conflicts and geopolitical tensions, investors are once again turning their…
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Investing
October 5, 2026
Unusual surge in US yields has managers question buying opportunity
U.S. Treasury yields have surged above levels not seen in two decades, tempting some fund managers…
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Investing
October 2, 2026
French bond market stress revives memories of the eurozone crisis
France’s budget plan has failed to ease concerns over the country’s government bonds. The persistent…
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Investing
September 29, 2026
Rise of political extremes shifts the landscape for stocks and bonds
While Germany’s far-right AfD continues its electoral advance, the far right and far left are the…
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Investing
September 28, 2026
China’s AI winners miss European portfolios amid emerging-market rush
European investors are pouring record sums into emerging market equity funds while pulling money out…
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Investing
September 28, 2026
Percentage of women among active fund managers declines
The share of women among active fund managers worldwide has declined over the past twelve months…
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Investing
September 22, 2026
JP Morgan drops oil base case as diesel risk grows
JP Morgan no longer has a clear base case for oil prices. For energy analyst Cyril Widdershoven…
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Investing
September 21, 2026
Wall Street’s earnings boom is less solid than it looks, says valuation expert
US corporate earnings are booming, but investment gains are making the surge look much stronger than…
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Investing
September 18, 2026
‘UK equities are a hedge against a big tech correction’
The UK equity market remains relatively cheap and has defensive qualities. Its sector composition…
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Investing
September 15, 2026
US Midterms promise little for stocks or bonds
The US midterms are struggling to command investors’ attention. Earnings, AI and the Fed matter more…
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Investing
September 10, 2026
Second China shock tests European portfolios
China is no longer merely undercutting European manufacturers. It is replacing them in products…
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Investing
September 9, 2026
Concentrated stock portfolios are riskier than you think
Investors who sharply limit the number of stocks in their portfolio are introducing a lot of extra…
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