Investing

KLM plane - Martijn Stoof - Pexels
Investing
May 12, 2026

‘Investors underestimate the impact of the energy crisis’

The energy crisis and looming jet fuel shortage are a disaster for aviation, but could also hit…
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Columbia Threadneedle: Jitzes Noorman
Investing
May 7, 2026

Volatile asset classes strengthen ‘war portfolio’

Geopolitical unrest is forcing investors to reassess their portfolios. As bonds lose their strength…
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Berkshire jaarvergadering
Investing
May 6, 2026

Buffett steps back as Omaha gathers without him on stage

A group of Belgian investors returned to Omaha, Nebraska, this weekend for Berkshire Hathaway’s…
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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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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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Foto: Arthur Franklin via Unsplash
Investing
April 23, 2026

Domestic champions support small caps in a deglobalising world

As geopolitical tensions rise and instability in the Middle East persists, small-cap equities have…
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AI
Investing
April 23, 2026

‘AI adoption of gives boost to quant investing’

Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly…
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Foto: derschoeneali via Pixabay
Investing
April 22, 2026

AI dampens inflation, markets underestimate impact on rates

AI is quietly reshaping the cost base of the US economy by replacing labour and making processes…
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Jeannette von Wolfersdorff.
Investing
April 21, 2026

Markets are pricing a world that may no longer exist

Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower…
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Credit: PiggyBank / Unsplash
Investing
April 9, 2026

Platforms are shifting power dynamics in European fund distribution

The way capital flows is changing. Alongside banks and traditional networks, digital platforms are…
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Dimensional: Savina Rizova
Investing
April 7, 2026

Adding private markets can increase overlap in risk exposure

Investors seeking to diversify their portfolios and reduce dependence on traditional equity indices…
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Dubai - Picture by Ira - Pexels
Investing
April 1, 2026

Higher rates weigh on EMD more than geopolitics

The unrest in the Middle East has affected Emerging Market Debt (EMD) through rising rates and…
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Snowball - Andres Alaniz - Pexels
Investing
April 1, 2026

Oversubscription of bond issuances creates a snowball effect

The fact that some bond issuances are now oversubscribed by as much as ten times illustrates how…
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Stephen Miran (left) was sworn in as Fed governor in September last year. Photo: Federal Reserve.
Investing
April 1, 2026

Iran conflict hits Miran’s housing assumption

The conflict between the US and Iran is hitting the core of the Federal Reserve’s rate strategy. The…
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