Investing

New York. Photo by Mark Boss on Unsplash
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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Samuel Gruen
Asset Allocation
February 17, 2026

‘High-quality corporate bonds are expensive, but still attractive’

Rising budget deficits have caused government bonds to lose much of their appeal as a safe haven for…
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Afbeelding van Markus Spiske via Unsplash
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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Gisele Duenas-Leiva Blackrock
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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ASML Veldhoven campus 2024. Credits: ASML
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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Charu Chanana - Saxo
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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ESG
Asset Allocation
February 9, 2026

Record outflows from ESG funds, but that’s not the full story

Sustainable funds recorded their first full year of net outflows in 2025, after investors withdrew…
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Afbeelding van Abderrahmane Habibi via Pexels
Investing
February 5, 2026

Five-year plan guides renewed China allocation

Chinese equities have outperformed Wall Street for two consecutive years, yet the label…
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Eurodollar. Photo by JustStartInvesting on Unsplash
Investing
February 3, 2026

Trump’s ‘OK’ with a weaker dollar, European investors less so

An uptick of volatility in the dollar is forcing European investors to confront an awkward choice…
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Afbeelding van MabelAmber via Pexels
Investing
February 2, 2026

Fragmented capital markets cost Europe 150 billion euro a year

Europe’s failure to complete its capital markets integration carries a measurable economic cost of…
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Riccardo Lamanna, Luxembourg country head at State Street. Photo by State Street.
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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.
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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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