Opinion

Investing
March 25, 2024

Forget about bubble spotters!

Over the past year, Nvidia’s stock has soared by more than 200%, igniting talks of a “bubble” among…
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Paul Moody, Managing Director, CFA Institute.
Sector
March 21, 2024

ESG funds thrive amid denial

In a world inundated with political polarisation and partisan scepticism, it’s easy to get lost in…
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Opinion
March 20, 2024

New Solvency II rules – A boost for Eltifs?

On 19 January 2024, the Council of the European Union published the final compromise containing…
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Raymond Frenken
Sector
March 19, 2024

Defence investments dilemma is tough test for ESG

As European skies darken with the storm clouds of geopolitical tensions, particularly the shadow…
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Asset Allocation
March 18, 2024

China grapples with Western problems

Comparatively minimal macroeconomic news of substance emerges from China; however, the information…
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Asset Allocation
March 15, 2024

Chinese diversification

Chinese stocks are the opposite of US Big Tech stocks in almost every way. They are cheap, but…
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Sector
March 14, 2024

Five reasons why Luxembourg is a better fund domicile than Ireland

Ireland’s competitive tax policies and workforce have attracted numerous fund promoters, propelling…
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Opinion
March 11, 2024

Deglobalisation is a fact

In the ever-escalating tech tug-of-war between China and the United States, the dragon nation is…
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Opinion
March 7, 2024

A continuation of the Chinese rally?

On Tuesday the eight-day People’s Congress in China, an annual parliamentary gathering drawing…
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Opinion
March 6, 2024

Appearances are deceptive!

Investors err in assessing stock returns. Prominent outliers attract undue attention and garner more…
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Most recent

Dimensional: Savina Rizova
Investing

Adding private markets means paying twice for the same risk

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Han Dieperink
Opinion

The acceleration

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Global-private-equity_2880x1112.jpg
Expert Panel

Morningstar: Schroders versus T. Rowe Price in global equities

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Jean-Jacques Barbéris. Photo: Amundi.
Asset Allocation

Asset owners push asset managers back into net zero alliance

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Jacco Maters
Transfers

Transfers: Anthos, Morgan Stanley, Partners Group, PGIM, Intesa Sanpaolo

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