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Investing
Investing
February 3, 2026
Trump’s ‘OK’ with a weaker dollar, European investors less so
An uptick of volatility in the dollar is forcing European investors to confront an awkward choice…
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Investing
February 2, 2026
Fragmented capital markets cost Europe 150 billion euro a year
Europe’s failure to complete its capital markets integration carries a measurable economic cost of…
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Investing
January 30, 2026
Why the gold price could rise further in 2026
Strong demand for gold from central banks and the relatively small position held by private…
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Investing
January 29, 2026
Prediction markets prove accurate enough to help investors, German study finds
Academic researchers in Europe and the United States are finding that prices on Polymarket, a fast…
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Investing
January 27, 2026
AI accelerates markets, not volatility
As a growing part of the financial community questions whether artificial intelligence has created a…
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Asset Allocation
January 26, 2026
Silver breaks with tradition as structural shortages take hold
The silver price appears to be breaking with its traditional pattern. Where the metal has…
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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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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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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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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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Most recent
AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research
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Opinion
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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