Investing

Credit: Shaah Shahidh / Unsplash
Asset Allocation
March 15, 2026

Oil shock puts central banks ahead of difficult rate decisions

The war between the United States, Israel and Iran is casting a shadow over a crucial week for…
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Partners Group new North American headquarters, after the office opened in 2019
Asset Allocation
March 12, 2026

CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop

Listed private markets managers are under pressure in recent weeks as investors question the…
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Lara Forte - Saniyé Tipirdamaz
Investing
March 12, 2026

Mourant anchors EU fund structuring work in Luxembourg

In a fund market that is becoming increasingly fragmented between European requirements, rising…
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Ghost
Investing
March 11, 2026

‘Phantom liquidity’ spooks evergreen investors

Investors in evergreen funds apparently did not fully grasp what they were getting into when they…
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A refinery in the port of Antwerp. Photo: TotalEnergies.
Investing
March 11, 2026

Ten indicators that show where energy markets crack

Oil prices can swing by tens of dollars within hours, as happened this week amid the war surrounding…
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A lack of refining capacity in Europe puts oil products like diesel and kerosine under further upward pressure. Photo: Flickr.
Asset Allocation
March 9, 2026

Oil surge raises spectre of 1970s stagflation

Investors are increasingly focused on what the war with Iran could mean for the global economy. The…
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Juncker with US president Donald Trump at a G7 meeting in 2017. Photo: EU.
News
March 9, 2026

Juncker warns Europe could lose all seats in the G7

Former European Commission president Jean-Claude Juncker warned that Europe risks losing its…
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procenten
Asset Allocation
March 6, 2026

Fear of higher inflation dampens optimism around bonds

A large share of the bond markets currently offers yields that look attractive, above the magical…
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New York Stock Exchange. Credit: David Vives / Unsplash
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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Afbeelding van Claudio Schwarz via Unsplash
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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Most recent

Riccardo Lamanna, Luxembourg country head at State Street. Photo by State Street.
Transfers

Lamanna swaps Luxembourg for Italy at State Street

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The Towa Maru, a Japanese-owned VLCC, is currently sailing past the west coast of Africa. Photo: NYK.
Investing

JP Morgan drops oil base case as diesel risk grows

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Han Dieperink
Opinion

Low expectations, big surprise?

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Investing

Wall Street’s earnings boom is less solid than it looks, says valuation expert

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Gertjan Verdickt
Opinion

The price of a tirade

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