As a growing part of the financial community questions whether artificial intelligence has created a bubble, Fabiana Fedeli takes a different view. The CIO for Equities, Multi-Asset and Sustainability at M&G Investments argues that AI is not the source of …

Donald Trump likes to present himself as a leader guided by instinct and personal conviction. International treaties, diplomatic traditions, and established norms are, in his view, merely suggestions that he can ignore at will. This attitude lies at the …

The silver price appears to be breaking with its traditional pattern. Where the metal has historically followed gold with a delay, silver is now moving more independently and at a faster pace. According to market participants, the recent rally is less a …

When everyone expects the same thing, it is time to think differently. A good example comes from Value Line, a company that makes stock market forecasts. They predict higher returns when valuations are low. Individual investors do exactly the opposite. …

An insignificant Danish pension fund dumps all its US Treasuries. Financial media eagerly jump on this headline, because that is not something most investors would just expect. About the underlying structural cause, which has little to do with a president …

Local currency government bonds in Latin America and South Africa had a strong year in 2025, while major Asian countries lagged the broader market. For local currency emerging-markets government debt, 2025 was a year to shine. This category returned 3.7 …

Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in Europe are not abandoning the country. Recent market moves, they argue, do not justify a strategic shift away from the U.S., with equities rebounding toward …

Simone Westerfeld will join Oddo BHF on 1 June 2026 in the newly created role of deputy chief executive officer, subject to regulatory approval in France and Germany. She is also due to become a member of the management board of Oddo BHF SE in Frankfurt …

Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s exposure to a world in which geopolitics is once again shaping trade, security and capital allocation. “Everything has changed,” said Sabrina Khanniche, senior …

On a humid afternoon here in Singapore, as most afternoons tend to be, I sat across from a fund manager who had built a successful business across Asia but was hesitating about Europe. He was not skeptical. He was curious. He listened carefully as …

AI accelerates markets, not volatility

The limits of Trump

Silver breaks with tradition as structural shortages take hold

The expectations paradox

Chart of the week: you wouldn’t expect it, would you

Morningstar: NinetyOne vs Morgan Stanley in global emerging markets bonds

To European investors ‘sell America’ is noise

Transfers: Oddo BHF, CSSF, Ogier, Partners, Apollo, FundSight

Trump forces Europe into strategic rethink

Promoting Luxembourg is not sales. It’s translation.