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Investing
Asset Allocation
March 15, 2026
Oil shock puts central banks ahead of difficult rate decisions
The war between the United States, Israel and Iran is casting a shadow over a crucial week for…
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Asset Allocation
March 12, 2026
CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop
Listed private markets managers are under pressure in recent weeks as investors question the…
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Investing
March 12, 2026
Mourant anchors EU fund structuring work in Luxembourg
In a fund market that is becoming increasingly fragmented between European requirements, rising…
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Investing
March 11, 2026
‘Phantom liquidity’ spooks evergreen investors
Investors in evergreen funds apparently did not fully grasp what they were getting into when they…
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Investing
March 11, 2026
Ten indicators that show where energy markets crack
Oil prices can swing by tens of dollars within hours, as happened this week amid the war surrounding…
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Asset Allocation
March 9, 2026
Oil surge raises spectre of 1970s stagflation
Investors are increasingly focused on what the war with Iran could mean for the global economy. The…
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News
March 9, 2026
Juncker warns Europe could lose all seats in the G7
Former European Commission president Jean-Claude Juncker warned that Europe risks losing its…
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Asset Allocation
March 6, 2026
Fear of higher inflation dampens optimism around bonds
A large share of the bond markets currently offers yields that look attractive, above the magical…
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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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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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