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Investing
Asset Allocation
May 5, 2026
Private equity’s pay machine becomes a governance test
The fees private equity managers earn on successful deals are no longer just a matter of…
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Investing
April 30, 2026
Inflation fears pull European yields further apart
The Iran war has broken the trend toward greater convergence between yields on European government…
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Asset Allocation
April 29, 2026
Each week Hormuz stays shut costs Europe 0.1% of GDP
Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Investing
April 28, 2026
Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’
The French asset manager Natixis is strongly in favor of US equities in its asset allocation…
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Investing
April 23, 2026
Domestic champions support small caps in a deglobalising world
As geopolitical tensions rise and instability in the Middle East persists, small-cap equities have…
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Investing
April 23, 2026
‘AI adoption of gives boost to quant investing’
Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly…
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Investing
April 22, 2026
AI dampens inflation, markets underestimate impact on rates
AI is quietly reshaping the cost base of the US economy by replacing labour and making processes…
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Investing
April 21, 2026
Markets are pricing a world that may no longer exist
Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower…
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Asset Allocation
April 17, 2026
Investors return to beaten-down software stocks
Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Investing
April 9, 2026
Platforms are shifting power dynamics in European fund distribution
The way capital flows is changing. Alongside banks and traditional networks, digital platforms are…
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Investing
Trichet warns against abandoning 2 percent inflation anchor
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The story behind SpaceX
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Secondaries gain ground as an exit route for private equity
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The prospectus that is too honest
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