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Investing
Investing
May 20, 2026
Emerging markets offer little escape from US tech
Although the AI rally is shifting from Silicon Valley to Asia, it offers investors little real…
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Investing
May 19, 2026
Fixed income investors: uncertainty spreads to the longer term
Fixed income investors are bracing for higher inflation. Yields on long-dated government bonds are…
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Investing
May 19, 2026
Institutional investors further tighten approach to private investments
Institutional investors are not questioning their exposure to private markets, but the way they…
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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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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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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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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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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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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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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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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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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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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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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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