Investing

Elena Mozhvilo via Unsplash
Asset Allocation
May 7, 2026

60/40 portfolio under pressure again, ‘but still too early to bury it’

Just like a few years ago, asset managers are once again questioning the traditional 60/40 mix…
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Columbia Threadneedle: Jitzes Noorman
Investing
May 7, 2026

Volatile asset classes strengthen ‘war portfolio’

Geopolitical unrest is forcing investors to reassess their portfolios. As bonds lose their strength…
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Berkshire jaarvergadering
Investing
May 6, 2026

Buffett steps back as Omaha gathers without him on stage

A group of Belgian investors returned to Omaha, Nebraska, this weekend for Berkshire Hathaway’s…
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Allvue Systems’ Richard Change and ILPA’s Emily Kisak.
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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Uit elkaar
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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A tanker anchored in Malaysia awaiting a new assignment. Photo: Unsplash.
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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Mabrouk Chetouane - Natixis
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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Foto: Arthur Franklin via Unsplash
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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AI
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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Foto: derschoeneali via Pixabay
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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