Investing

Aerial Photo of Davos
Asset Allocation
January 22, 2026

To European investors ‘sell America’ is noise

Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in…
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U.S. President Donald Trump addressing the World Economic Forum in Davos on Wednesday.
Asset Allocation
January 21, 2026

Trump forces Europe into strategic rethink

Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s…
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Paul Jackson (Invesco), Michael Krautzberger (Allianz GI), Guillermo Felices (PGIM) and Salman Ahmed (Fidelity)..
Asset Allocation
January 19, 2026

Trump's return to Davos heralds new age of deglobalization

As global leaders and investors arrive in Davos this week, the central question for markets is no…
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South Korean memory chip maker SK Hynix saw its shares surge 275 percent last year. Photo: SK Hynix.
Investing
January 16, 2026

Morningstar: Cullen vs Robeco in Global Emerging Markets Equity

Emerging markets outperformed developed markets in 2025 for the first time since 2017, driven…
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Het CIO panel tijdens Investment Officer's New Year's Perspectives 2026. Foto: Sander Nieuwenhuys.
Asset Allocation
January 15, 2026

CIOs caution investors against headline-driven decisions

Anyone following geopolitical tensions, the noise around China and the ongoing turmoil coming out of…
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Fed Chairman Jerome Powell during a press conference following the presidential victory of Trump. Photo by Aaron Schwartz via Sipa USA
Investing
January 15, 2026

This is what’s in store for Jerome Powell

With the subpoena of Jerome Powell, political pressure on the Federal Reserve has taken on a legal…
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Credit cards. Image by Nick Youngson/Pix4free.
Asset Allocation
January 14, 2026

Trump’s credit card rate cap would hurt consumers and banks alike

President Donald Trump’s call to cap U.S. credit card interest rates at 10 percent is weighing on…
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President Luiz Inácio Lula da Silva. Photo: Ricardo Stuckert/PR
Investing
January 13, 2026

Brazil’s equity market still priced for skepticism

Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts…
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Afbeelding van Lara Jameson via Pexels
Investing
January 12, 2026

EM investors broaden their focus after years focusing on Asia

Where China and India set the pace in emerging markets for many years, investors are increasingly…
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Jean Paul Daragjati
Investing
January 8, 2026

Try to be a well-rounded ‘Swiss Army knife,’ says young private banker

After studying politics, Jean-Paul Daragjati set his sights on finance through a hands-on master’s…
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The biggest threat to the euro is the ECB

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Asset Allocation

Software selloff drives repricing in Europe’s loan markets

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