Investing

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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Jeannette von Wolfersdorff.
Investing
April 21, 2026

Markets are pricing a world that may no longer exist

Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower…
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Software PC - Lukas Blazek - Pexels
Asset Allocation
April 17, 2026

Investors return to beaten-down software stocks

Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Credit: PiggyBank / Unsplash
Investing
April 9, 2026

Platforms are shifting power dynamics in European fund distribution

The way capital flows is changing. Alongside banks and traditional networks, digital platforms are…
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Most recent

Riccardo Lamanna, Luxembourg country head at State Street. Photo by State Street.
Transfers

Lamanna swaps Luxembourg for Italy at State Street

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The Towa Maru, a Japanese-owned VLCC, is currently sailing past the west coast of Africa. Photo: NYK.
Investing

JP Morgan drops oil base case as diesel risk grows

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Han Dieperink
Opinion

Low expectations, big surprise?

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Dollars - Cottonbro - Pexels
Investing

Wall Street’s earnings boom is less solid than it looks, says valuation expert

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Gertjan Verdickt
Opinion

The price of a tirade

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