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Opinion
April 16, 2025
Your house won't fund the future
The conversations around the family dinner table during the market turmoil caused by Trump’s tariffs…
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Fund Interview
April 15, 2025
‘Only a deep recession can seriously threaten high yield’
According to experts, it takes a lot to bring down the global high-yield market. The high effective…
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Investing
April 15, 2025
‘US trade deficit is a mathematical problem, not a political one’
High US import tariffs are meant to help reduce the budget deficits of the United States. “Whoever…
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Opinion
April 15, 2025
Global trade after Trump
Following Donald Trump’s “Liberation Day,” investors are grappling with a fundamental question: Is a…
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Investing
April 14, 2025
Shelter IM: geopolitical situation is not a black swan, but escalation remains a major risk
Luxembourg-based asset manager Shelter Investment Management (Shelter IM) is celebrating its tenth…
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Opinion
April 14, 2025
Chart of the week: coverage ratio drama? It’s not the stocks
The markets crashed this week, so it’s only a matter of time before juicy headlines start popping up…
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Asset Allocation
April 11, 2025
Belgium plans dual defense funds, invites financial sector to join in
Belgium is entering the European defense investment arena with two new public-private initiatives…
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Asset Allocation
April 11, 2025
Morningstar: Pzena versus Stewart Investors in EM equities
Emerging markets delivered a relatively resilient start to 2025. Morningstar this week compares the…
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Asset Allocation
April 10, 2025
Market stress puts classic stock-bond correlation to the test
For many asset owners with balanced portfolios, U.S. Treasuries have long provided protection…
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Asset Managers
April 10, 2025
AllianzGI creates private markets division, names Jozan as head
Allianz Global Investors has announced the creation of a dedicated private markets division…
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Most recent
Asset Allocation
ESG investing retreats in language, not in portfolios
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Asset Managers
Belfius closes JP Morgan sub-fund due to performance and lack of interest
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Investing
ETF investors lose faith in U.S. and turn to Europe
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Opinion
Safe havens in investment portfolios
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Investing
Doubt grows among fund giants, yet US stocks remain core portfolio holding
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