Investing

Foto: ECB.
Asset Allocation
May 5, 2025

Euro rally exposes compounding risks in unhedged portfolios

European investors face steep losses as a falling dollar and surging euro squeeze returns on…
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Europa
Investing
April 29, 2025

ETF investors lose faith in U.S. and turn to Europe

Investors are pulling out of U.S. equity ETFs en masse, while European trackers are experiencing a…
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Blackrock-CEO Larry Fink wordt klaargemaakt voor een interview op de New York Stock Exchange. Bron: AP Photo/Richard Drew
Investing
April 28, 2025

Doubt grows among fund giants, yet US stocks remain core portfolio holding

Billions are evaporating from the US markets. The world’s largest asset managers are divided in…
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Afbeelding van Vilkasss via Pixabay
Investing
April 24, 2025

IMF: geopolitical events can depress stock prices by 1 percent

Major geopolitical events can depress global stock prices by around one percent per month. In…
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Afbeelding van Tumisu via Pixabay
Investing
April 22, 2025

Investors are gaining a digital teammate with AI

Institutional investors remain cautious about integrating AI technology into the workplace. They’re…
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Jim Caron, Morgan Stanley
Investing
April 15, 2025

‘US trade deficit is a mathematical problem, not a political one’

High US import tariffs are meant to help reduce the budget deficits of the United States. “Whoever…
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Benedict Peeters, Tim Vanvaerenbergh, Shelter IM
Investing
April 14, 2025

Shelter IM: geopolitical situation is not a black swan, but escalation remains a major risk

Luxembourg-based asset manager Shelter Investment Management (Shelter IM) is celebrating its tenth…
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pexels-pixabay-221012
Investing
April 9, 2025

Oil stocks are a very cheap hedge against inflation

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing…
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Beeld van de goudmijn Fekola in Mali.
Investing
April 7, 2025

When gold runs out

At the current rate of production, known gold reserves will be exhausted in roughly twenty years…
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pexels-brett-sayles-1046398
Investing
March 28, 2025

Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’

US equities have calmed after a turbulent start to the year, but the mood is far from euphoric. With…
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Afbeelding van Kopny Xyzx via Pexels
Investing
March 27, 2025

Defense stocks struggle to keep up with the expectations treadmill

The German Bundestag’s decision to boost defense spending through debt issuance triggered a…
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Het bankendistrict van Frankfurt. Foto: IO.
Investing
March 26, 2025

Analysts surprised by European bank rally

European banks are in solid financial shape, and interest income is exceeding expectations. Still…
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Mohamed El-Erian aan het woord tijdens de conferentie. Foto: Digital Asset Summit 2025
Investing
March 25, 2025

El-Erian: ‘Yields won’t drop further without a recession’

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former…
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private banking
Investing
March 21, 2025

Benelux investors increasingly turning to private markets

Institutional investors in the Benelux region plan to allocate more capital to private markets this…
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