Markets enter the week facing not simply another geopolitical headline, but the prospect of a structural energy repricing. After US-Israeli strikes killed Iran’s supreme leader and Tehran retaliated across the region, investors are bracing for a sharp …

When a US private credit fund closed its exit window to investors, confidence immediately came under pressure. The question is no longer just what went wrong, but whether the mechanisms underpinning these semi-liquid funds are functioning precisely as …

AI is not a bubble by definition. But the investment wave surrounding it is. The first hairline cracks are now clearly visible, and comparisons with the run-up to the global financial crisis are becoming hard to dismiss. The largest technology companies …

Washington is rewinding the clock on investor protection. Under chair Paul Atkins, the U.S. Securities and Exchange Commission has rolled back a series of rules, scaled back enforcement and curtailed shareholder rights. Former senior counsel Benjamin …

Over the 12 months to February 2026, the US dollar weakened by 12.6 percent against the euro, a move mirrored across several emerging-markets currencies, including the Brazilian real, South African rand, Mexican peso and Malaysian ringgit. This currency …

On the eve of the recent meeting of EU leaders on how to make the European economy more innovative, more competitive, and less dependent on foreign countries, participants were sent a note from the European Central Bank (ECB). In it, the bank outlined …

As real estate returns to favor as an asset class, sourcing investment opportunities is not necessarily the biggest challenge that wealthy families face. The real hurdle is conducting thorough due diligence—but this can be tackled by joining forces with …

Artificial intelligence has unsettled software stocks for months. Now it is testing European credit markets and exposing fault lines in parts of private credit that were sold to investors as stable and uncorrelated. “If the software issue remains …

Utmost, a London-headquartered provider of insurance-based wealth solutions, has appointed Nicoletta Basso as branch manager of its Luxembourg branch. She previously served for more than 6 years at Utmost as tax and legal counsel for Italy, advising high …

Candriam is lowering the ESG bar for two major funds. This is intended to make investments in “selected defense companies” possible. The move concerns the investment company Candriam Business Equities, the successor to Dexia Business Equities, which …

Iran’s oil shock puts the Teflon-market thesis to the test

The Blue Owl saga has become a real-time test of semi-liquid funds

Chart of the week: the outlines of a new credit bubble

Washington is rewinding the clock on investor protection

Morningstar: Blackrock vs Pimco in global diversified bond strategies

The biggest threat to the euro is the ECB

To navigate private assets, wealthy families are investing together

Software selloff drives repricing in Europe’s loan markets

Transfers: Utmost, JP Morgan, Jupiter, Bain, HQ Trust, Colliers

Candriam lowers ESG standards to allow defense companies