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Investing
Investing
October 22, 2026
For venture capital funds, family offices offer more than money
Wealthy families’ appetite for venture capital often stems from their close ties to business and a…
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Investing
October 21, 2026
Ucits limit caps TSMC risk, not AI exposure
To offset their underweight positions in Taiwanese chipmaker TSMC, emerging market funds have…
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Investing
October 20, 2026
French unrest raises contagion fears for Belgian government bonds
Violent unrest in France is undermining investor confidence in French government bonds, raising…
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Investing
October 19, 2026
Structural growth secures permanent place for EMD in portfolios
Emerging market debt denominated in local currencies is rapidly establishing itself as a permanent…
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Investing
October 16, 2026
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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