Investing

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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Swiss banknotes. Photo: Pixabay.
News
March 3, 2026

Negative Swiss rates back in focus as Franc surges

The sharp rise in the Swiss franc following U.S.–Israeli strikes on Iran has brought an issue back…
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Credit: Shaah Shahidh / Unsplash
Investing
March 2, 2026

Oil, gas prices take center stage in market reaction to Iran strikes

Oil and gas prices rose sharply on Monday as investors assessed the implications of U.S.-Israeli…
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Iran's Republican Guard during a naval exercise in 2024. Photo: Wikimedia/IIPA.
News
March 2, 2026

Iran’s oil shock puts the Teflon-market thesis to the test

Markets enter the week facing not simply another geopolitical headline, but the prospect of a…
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Gate: Credit: Elaine Alex / Unsplash
Investing
March 2, 2026

The Blue Owl saga has become a real-time test of semi-liquid funds

When a US private credit fund closed its exit window to investors, confidence immediately came under…
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Clubdeals. Credit: Pavel Danilyuk/Pexels
Investing
February 26, 2026

To navigate private assets, wealthy families are investing together

As real estate returns to favor as an asset class, sourcing investment opportunities is not…
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Henry Craik-White. Photo: Schroders.
Asset Allocation
February 26, 2026

Software selloff drives repricing in Europe’s loan markets

Artificial intelligence has unsettled software stocks for months. Now it is testing European credit…
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Afbeelding van Jezael Melgoza via Unsplash
Investing
February 24, 2026

Clarity around ‘Sanaenomics’ makes Japan investable again

Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more…
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United States of America Banknote
Investing
February 23, 2026

Fed is not keen on cutting rates, feeding speculation of a rate hike

The Federal Reserve has little appetite to cut interest rates in the near term. Minutes of the…
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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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Asset Managers

Selling America is misreading of bigger picture, US managers say

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