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Opinion
Laws and Regulations
May 6, 2026
Loyens & Loeff: why the Eltif label matters for the Solvency 2 LTE module
The Eltif label is emerging as more than a regulatory badge. Under Europe’s revised Solvency 2…
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Opinion
May 6, 2026
When your boss takes away your work-from-home day, your numbers get better
Imagine this: your boss can see exactly when you’re sitting at your desk, what time you arrive, what…
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Opinion
May 5, 2026
The price of good governance
Corporate governance is one of those topics investors prefer to push into the background as long as…
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Opinion
May 4, 2026
With Buffett gone, Berkshire is becoming truly Buffettian
Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of…
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Opinion
April 29, 2026
Correlation is not causation
Every time an oil crisis occurs, the recession scenario is immediately dusted off. The oil price…
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Opinion
April 27, 2026
Chart of the week: why the bull market isn’t over
With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
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Opinion
April 24, 2026
ECB policymakers might need to talk less often
European dependence on fossil fuels poses a risk to price stability. That is according to Frank…
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Opinion
April 21, 2026
Some software stocks find upside in AI
There was a time when software companies could rely on growth rates and compelling narratives about…
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Opinion
April 20, 2026
Chart of the week: J-curve or U-turn
For over ten years, I’ve been writing articles for investors, economists, and anyone with even the…
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Opinion
April 14, 2026
Beijing’s handshake
While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
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Most recent
Transfers
Transfers: AM, Aztec, LGT, Standard Life, Irivest, Safra Sarasin, HSBC, Capital Group, JP Morgan, Schroders, Generali, T. Rowe Price
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Asset Allocation
Democratic wave checks Trump, but inflation risks remain
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Investing
Magellim Group sets up shop in Luxembourg
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Opinion
The Singapore Post needs a bridge builder
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Investing
Anthropic’s rising stock price could keep it out of the S&P500
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