News

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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Swiss banknotes. Photo: Pixabay.
News
March 3, 2026

Negative Swiss rates back in focus as Franc surges

The sharp rise in the Swiss franc following U.S.–Israeli strikes on Iran has brought an issue back…
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Han Dieperink
Opinion
March 3, 2026

Share prices follow earnings, always

Stocks follow earnings per share. Over the long term, the correlation between earnings growth and…
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Credit: Shaah Shahidh / Unsplash
Investing
March 2, 2026

Oil, gas prices take center stage in market reaction to Iran strikes

Oil and gas prices rose sharply on Monday as investors assessed the implications of U.S.-Israeli…
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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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