News

A lack of refining capacity in Europe puts oil products like diesel and kerosine under further upward pressure. Photo: Flickr.
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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Juncker with US president Donald Trump at a G7 meeting in 2017. Photo: EU.
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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Gertjan Verdickt
Opinion
March 9, 2026

Noise in the factors

I recently came across an interesting study about the Fama-French factors, those widely used risk…
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Jeroen Blokland
Opinion
March 9, 2026

Chart of the week: is this our umpteenth last chance?

Even before stock market trading in March had really gotten underway, we already knew this month…
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procenten
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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European flag in Strasbourg. Photo: Philippe Buissin, EU.
Expert Panel
March 6, 2026

Morningstar: Invesco vs Cartesio in EUR cautious allocation

Investors continue to shun EUR cautious allocation funds as fixed income regained popularity.
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New York Stock Exchange. Credit: David Vives / Unsplash
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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Cathrine Foldberg Møller. Photo: DLA Piper.
Transfers
March 5, 2026

Transfers: DLA Piper, RBC Bluebay, HSFK, JP Morgan AM, Anthos, Blackrock

This week’s people update includes news from law firms DLA Piper and Herbert Smith Freehills Kramer…
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CSSF's headquarters in Luxembourg. Photo: IO.
Supervision
March 4, 2026

CSSF tightens ESG supervision as EU rulebook shifts

Luxembourg’s financial regulator has updated its supervisory priorities for sustainable finance for…
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Afbeelding van Claudio Schwarz via Unsplash
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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News

French debt fears revive sovereign CDS

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Expert Panel

Morningstar: iShares versus State Street in emerging-markets local-currency bond

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Amine Benmoussa (Karista VC), David Buyck (Buyck Family Advisory Office), Benjamin Sabatier (Sofina), Luis Galveias (LPEA)
Investing

For venture capital funds, family offices offer more than money

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Transfers: Indosuez, Caixabank, Simmons & Simmons, Lombard Odier, Infront, Vontobel, KZVK, Prime Capital, Hamilton Lane

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Investing

Ucits limit caps TSMC risk, not AI exposure

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