Investing

Dollar
Investing
March 17, 2026

Emerging markets holding up amid strong dollar - for now

Markets still assume that the war in the Middle East will not escalate into a prolonged conflict…
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Marx_EFPA conference
Events
March 17, 2026

Russia’s ‘hybrid warfare’ in Europe is a concern for financial supervisors

Digital, operational and cyber resilience are key priorities for the year to come, says CSSF…
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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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Kevin Khang, senior global economist at Vanguard

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

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Jeroen Blokland
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Chart of the week: J-curve or U-turn

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Asset Allocation

Investors return to beaten-down software stocks

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Expert Panel

Morningstar: Barings versus Blackrock in Global Emerging Markets Bond

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Credit: William Hadley / Unsplash
Asset Managers

Selling America is misreading of bigger picture, US managers say

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