News

Arnaud de Dumast. Photo: Cardif Lux Vie.
Transfers
March 12, 2026

Transfers: Cardif Lux Vie, JP Morgan, Nuveen, Blackstone

This week’s overview of people transfers from across Europe.
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Ghost
Investing
March 11, 2026

‘Phantom liquidity’ spooks evergreen investors

Investors in evergreen funds apparently did not fully grasp what they were getting into when they…
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Josette Meyssonnier - Lise Roda
Sector
March 11, 2026

Soft skills take precedent in recruitment of young talent

Young people today are looking for a modern, balanced, purposeful, and flexible work environment…
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A refinery in the port of Antwerp. Photo: TotalEnergies.
Investing
March 11, 2026

Ten indicators that show where energy markets crack

Oil prices can swing by tens of dollars within hours, as happened this week amid the war surrounding…
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AssetCare - Archie Bumbieris
Expert Panel
March 11, 2026

AssetCare: the right (AI) tool for the right job

Finance is full of repetitive work, often done manually. Reconciliation, reporting, and various…
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Euro and dollar
Laws and Regulations
March 10, 2026

How Europe wants to protect itself from dollarization

With euro stablecoins and a digital euro, Europe wants to counter the looming dollarization of the…
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Han Dieperink
Opinion
March 10, 2026

The price of war

Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
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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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Most recent

Jeannette von Wolfersdorff.
Investing

Markets are pricing a world that may no longer exist

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Han Dieperink
Opinion

Some software stocks find upside in AI

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Kevin Khang, senior global economist at Vanguard

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

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Jeroen Blokland
Opinion

Chart of the week: J-curve or U-turn

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Software PC - Lukas Blazek - Pexels
Asset Allocation

Investors return to beaten-down software stocks

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