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Investing
Investing
March 5, 2026
The end of US exceptionalism? Not quite.
For more than a century, it has been “very unwise” for investors to position themselves against the…
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Investing
March 4, 2026
Investors reassess strategic asset allocation as negative correlation returns
With the restoration of the negative correlation between equities and bonds, the structure of…
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Investing
March 2, 2026
Oil, gas prices take center stage in market reaction to Iran strikes
Oil and gas prices rose sharply on Monday as investors assessed the implications of U.S.-Israeli…
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Investing
March 2, 2026
The Blue Owl saga has become a real-time test of semi-liquid funds
When a US private credit fund closed its exit window to investors, confidence immediately came under…
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Investing
February 26, 2026
To navigate private assets, wealthy families are investing together
As real estate returns to favor as an asset class, sourcing investment opportunities is not…
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Investing
February 24, 2026
Clarity around ‘Sanaenomics’ makes Japan investable again
Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more…
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Investing
February 23, 2026
Fed is not keen on cutting rates, feeding speculation of a rate hike
The Federal Reserve has little appetite to cut interest rates in the near term. Minutes of the…
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Investing
February 20, 2026
Why the ‘free’ ETF will not reach Europe
The European ETF market grew in January by a record 46.9 billion euro. In the shadow of that growth…
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Investing
February 19, 2026
Investment Centre at ING not concerned about political tensions in France
Political nervousness is rising over the potential victory of the far right in the French…
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Investing
February 17, 2026
The growing gap between earnings calls and stock prices in private credit
The already downward-trending stock prices of major US private credit firms took another hit this…
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Investing
February 12, 2026
Convergence in European government bonds seen near its limits
Spreads on European government bonds are at their lowest level since 2008. The periphery is…
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Investing
February 11, 2026
Belgian ETF adoption: from laggard to acceleration
Belgium was long known as a late adopter of ETFs. But over the past three years, adoption has…
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Investing
February 10, 2026
As ASML tops Europe, questions about the ‘Winner’s Curse’ return
ASML shares took a hit last week, after the company had risen in January to become Europe’s largest…
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Investing
February 9, 2026
Saxo strategist: ‘Even in a fragmenting world, it is best to invest with regional diversification’
In the new multipolar world order, globalization is a thing of the past. Yet Charu Chanana, chief…
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