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Investing
Investing
February 17, 2026
The growing gap between earnings calls and stock prices in private credit
The already downward-trending stock prices of major US private credit firms took another hit this…
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Asset Allocation
February 17, 2026
‘High-quality corporate bonds are expensive, but still attractive’
Rising budget deficits have caused government bonds to lose much of their appeal as a safe haven for…
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Investing
February 12, 2026
Convergence in European government bonds seen near its limits
Spreads on European government bonds are at their lowest level since 2008. The periphery is…
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Investing
February 11, 2026
Belgian ETF adoption: from laggard to acceleration
Belgium was long known as a late adopter of ETFs. But over the past three years, adoption has…
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Investing
February 10, 2026
As ASML tops Europe, questions about the ‘Winner’s Curse’ return
ASML shares took a hit last week, after the company had risen in January to become Europe’s largest…
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Investing
February 9, 2026
Saxo strategist: ‘Even in a fragmenting world, it is best to invest with regional diversification’
In the new multipolar world order, globalization is a thing of the past. Yet Charu Chanana, chief…
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Asset Allocation
February 9, 2026
Record outflows from ESG funds, but that’s not the full story
Sustainable funds recorded their first full year of net outflows in 2025, after investors withdrew…
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Investing
February 5, 2026
Five-year plan guides renewed China allocation
Chinese equities have outperformed Wall Street for two consecutive years, yet the label…
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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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