Investing

Split. Credit: Unsplash
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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Alexis Minchella via Unsplash
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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Alice Weidel (Alternative für Deutschland), Marine Le Pen (Rassemblement National) - Elekes Andor/Wikimedia Commons
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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US President Donald Trump and China's President Xi Jinping arrive for a State Dinner in the East Room of the White House in Washington, DC, on September 24, 2026. President Xi is on a State visit to the United States from September 23 to 25. Brendan Smialowski / AFP
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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Meeting
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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The Towa Maru, a Japanese-owned VLCC, is currently sailing past the west coast of Africa. Photo: NYK.
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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Dollars - Cottonbro - Pexels
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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UK Taxi - Tony Zohari - Pexels
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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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
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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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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