Investing

Maatwerk
Asset Allocation
July 8, 2026

State Street: demand for customised investment solutions grows

State Street Investment Management is seeing growing demand for customised investment solutions…
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De sterke vraag naar chipmachines van ASML weerspiegelt de wereldwijde investeringsgolf in AI-infrastructuur. Foto: ASML.
Investing
July 3, 2026

A new capex supercycle is taking shape

Capital expenditure is set to become the defining theme for investors in 2026 as a new investment…
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Landbouw en energieopwekking
Investing
July 2, 2026

Sustainability-linked loans lose ground

The impact of loans that are linked to sustainability is falling short of that of traditional green…
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Philippe Gijsels - BNP Paribas Fortis
Investing
July 1, 2026

Gijsels on gold: ‘The long-term outlook remains intact’

Despite the recent stabilization of the gold price around 4,000 dollar per troy ounce, Philippe…
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Percentages
News
June 30, 2026

Private market fees drop as investors gain bargaining power

Investment managers are cutting fees across private markets after years of relative stability, with…
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Japan. Photo via Unsplash.
Investing
June 29, 2026

Why AI investors are increasingly turning to Japan

Investors who want artificial intelligence in their portfolios are increasingly turning to Japan…
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Credit: İsmail Enes Ayhan / Unsplash
Investing
June 25, 2026

‘Reluctantly, we are adding to chip stocks’

The artificial intelligence boom continues to power semiconductor stocks, even as investors grow…
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Guy Stear, head of developed markets strategy at the Amundi Investment Institute. Photo: Amundi.
Investing
June 25, 2026

New AI phase may favor Europe, says Amundi

Europe’s long-discounted equity market may gain a new growth argument as artificial intelligence…
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Cooling pipes at Google's data centre in Oregon. Photo: Google.
Asset Allocation
June 24, 2026

AI bonds risk amplifying equity exposure, Doubleline warns

Institutional investors risk concentrating rather than diversifying their portfolios by adding…
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Allianz Global Investors headquarters in Frankfurt. Photo: IO.
Asset Managers
June 23, 2026

AllianzGI to combat ‘AI socialism’ with active ETFs

Allianz Global Investors is also set to enter the active ETF market. The asset management arm of the…
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Transfers:  AM, Aztec, LGT, Standard Life, Irivest, Safra Sarasin, HSBC, Capital Group, JP Morgan, Schroders, Generali, T. Rowe Price

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Asset Allocation

Democratic wave checks Trump, but inflation risks remain

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Magellim Group sets up shop in Luxembourg

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