Investing

The US Capitol in Washington, home to the Senate and House of Representatives. All 435 House seats and 35 Senate seats are up for election in this year’s midterms. Photo: Rawpixel.
Investing
Yesterday

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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Europe is losing ground in some industries but still controls crucial technology that China cannot easily replace. Photo: ASML.
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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Source: Unsplash
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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Analyse
Investing
September 9, 2026

From due diligence to deal scouting: how family offices use AI

From reviewing thousands of pages for due diligence to scouting new investments, AI is playing an…
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Photo: Bundesbank.
Investing
September 9, 2026

ECB hike settled as December divides forecasts

A quarter-point increase in eurozone interest rates looks settled. The signal that follows may…
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Image: Getty Images/Unsplash.
Investing
September 8, 2026

When high yields become the problem

Government bond yields worldwide risk turning from a warning sign of weak public finances into one…
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Cyprus
Investing
September 4, 2026

‘The biggest risk for investors isn’t El Niño, but growing scarcity across the board’

Rather than viewing the predicted ‘Super El Niño’ as an investment opportunity, investors see the…
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A Project Rainier data center in Indiana. Amazon is investing 11 billion dollars in this AI project with Anthropic and has raised 72 billion dollars from bond investors. Photo: Amazon.
Investing
September 3, 2026

AI debt boom erodes bonds’ role as a diversifier

By financing the hyperscalers’ artificial-intelligence buildout, bond investors are taking on more…
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moon base - simulation NASA
Investing
September 2, 2026

Space mining is not imminent, but it is no longer science fiction

Will space become the next major investment theme after artificial intelligence? The lunar base Elon…
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Fed-chair Kevin Warsh in Jackson Hole on Friday. Photo: Kansas City Fed.
Investing
August 31, 2026

Warsh speech splits Fed watchers

Kevin Warsh sounded hawkish at Jackson Hole on Friday and markets raised the odds of a September…
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South Korean memory chip maker SK Hynix saw its shares surge 275 percent last year. Photo: SK Hynix.
Investing
August 27, 2026

Broad re-rating of South Korean stocks

Chipmakers are propelling South Korean stocks to new heights, but other sectors are joining the…
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goud
Investing
August 26, 2026

US debt concerns put gold back in play

Gold is extending its rally ahead of Jackson Hole later this week. Investors are seeking protection…
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A failed harvest in Germany. Photo: IO.
Investing
August 25, 2026

Climate damage is reaching for investor portfolios

Europe’s hot, dry summer is turning into a stress test for investors. Poor harvests, exceptionally…
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US Treasury Secretary Scott Bessent testifying at the US Congress. Photo via C-Span.
Investing
August 24, 2026

US bond intervention is ‘risky maneuver,’ says Harvard economist

The US Treasury’s attempt to bring down long-term borrowing costs could leave the government more…
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