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JP Morgan drops oil base case as diesel risk grows
JP Morgan no longer has a clear base case for oil prices. For energy analyst Cyril Widdershoven…
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Investing
Yesterday
Wall Street’s earnings boom is less solid than it looks, says valuation expert
US corporate earnings are booming, but investment gains are making the surge look much stronger than…
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Investing
September 18, 2026
‘UK equities are a hedge against a big tech correction’
The UK equity market remains relatively cheap and has defensive qualities. Its sector composition…
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Investing
September 15, 2026
US Midterms promise little for stocks or bonds
The US midterms are struggling to command investors’ attention. Earnings, AI and the Fed matter more…
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Investing
September 10, 2026
Second China shock tests European portfolios
China is no longer merely undercutting European manufacturers. It is replacing them in products…
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News
September 9, 2026
FD: Capiva Plus Fund faces liquidation
The Capiva Plus Fund, a Luxembourg SCSp Raif, is to be liquidated, Dutch financial daily Het…
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Investing
September 9, 2026
Concentrated stock portfolios are riskier than you think
Investors who sharply limit the number of stocks in their portfolio are introducing a lot of extra…
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Investing
September 9, 2026
From due diligence to deal scouting: how family offices use AI
From reviewing thousands of pages for due diligence to scouting new investments, AI is playing an…
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Investing
September 9, 2026
ECB hike settled as December divides forecasts
A quarter-point increase in eurozone interest rates looks settled. The signal that follows may…
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Investing
September 8, 2026
When high yields become the problem
Government bond yields worldwide risk turning from a warning sign of weak public finances into one…
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Transfers
Lamanna swaps Luxembourg for Italy at State Street
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Investing
JP Morgan drops oil base case as diesel risk grows
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Opinion
Low expectations, big surprise?
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Investing
Wall Street’s earnings boom is less solid than it looks, says valuation expert
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Opinion
The price of a tirade
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