Capital expenditure is set to become the defining theme for investors in 2026 as a new investment wave gathers pace worldwide. A review of midyear outlooks from Pimco, Amundi, Nuveen, PGIM and EFG International suggests artificial intelligence is acting …

Global equity markets shrugged off uncertainty to deliver their strongest quarterly return since the rapid recovery from the Covid pandemic lows. After fears of AI disruption and the rapid escalation of the US-Israel-Iran conflict triggered a broader …

The impact of loans that are linked to sustainability is falling short of that of traditional green loans. Moreover, the market share of these so-called 'sustainability-linked loans' (SLLs) has declined sharply. While the broader sustainable private …

Infrastructure investment firm Marguerite has appointed Michael Dedieu and David Harrison as co-chief executive officers, effective June 15. They succeed Nicolás Merigó, who is stepping down as chief executive after 15 years and will become chairman. …

Private wealth is increasingly shaping the economic cycle, not just reflecting household prosperity. UBS says accumulated household wealth is playing a larger role in consumer spending, investment decisions and public policy. The Swiss bank makes the …

Despite the recent stabilization of the gold price around 4,000 dollar per troy ounce, Philippe Gijsels, chief strategist at BNP Paribas Fortis, remains convinced that the price will eventually climb toward 10,000 dollar. Gijsels stands by one of the core …

Investment managers are cutting fees across private markets after years of relative stability, with more than two-thirds of limited partners reporting lower direct lending fees over the past three years, according to a new report from investment …

Driving is the most common occupation among men. Whether it is taxi drivers, truck drivers, or delivery drivers, millions of people make their living behind the wheel. That world is about to change fundamentally. Self-driving vehicles are already on the …

New French CEO Peggy Brione is refocusing Nagelmackers, Belgium’s oldest bank, on its historic core business: private banking for family wealth. “That is what we have been good at for almost 300 years.” For asset management, Brione is primarily relying on …

Investors who want artificial intelligence in their portfolios are increasingly turning to Japan, betting on the country’s semiconductor equipment makers and technology suppliers as Tokyo ramps up domestic AI investments. Investors are recognizing that …

A new capex supercycle is taking shape

Morningstar: Capital Group versus T. Rowe Price in global equities

Sustainability-linked loans lose ground

Transfers: Marguerite, Trustmoore, Mirova, Capital Group, Atlas, MFS

Wealth keeps economy afloat, UBS says

Gijsels on gold: ‘The long-term outlook remains intact’

Private market fees drop as investors gain bargaining power

The robotaxi changes more than just transportation

CEO: “Nagelmackers is returning to its roots”

Why AI investors are increasingly turning to Japan