Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower cycles and contained economies, are struggling to govern the complexity they now face. That failure, argues economist Jeannette von Wolfersdorff, is already …

There was a time when software companies could rely on growth rates and compelling narratives about scalable business models. Revenue was paramount, profit an afterthought. A decade ago, investors routinely paid six to ten times annual recurring revenue …

If history is any guide, the artificial intelligence boom will not be those who build the technology, but those who deploy it. That is the view of Kevin Khang, head of global economic research at Vanguard. He argues that today’s market narrative risks …

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the slightest interest in the financial markets. Extremely negative stories, stories about the issues of the day, or stories with sensational headlines tend to …

Software stocks are being repriced as investors reassess how artificial intelligence will reshape the industry. Some fund managers now argue the selloff has gone too far, even as uncertainty around long-term earnings remains unresolved. Deutsche Bank …

Hard-currency emerging-markets sovereign debt held up modestly better for European investors than for US investors in the first quarter of 2026. Euro‑based returns were broadly flat, compared with a roughly 0.2% decline for US dollar‑based investors. …

A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the economic backdrop remains stubbornly solid, the case for US assets is alive and kicking, America’s largest investors say. The sell-off that followed a spike in …

Schroders has appointed Guillaume Lendormy as head of cross-border financial institutions, a newly created role starting May 4. He will lead the firm’s global client strategy for large institutions operating across multiple jurisdictions and report to …

Fund administrator Trustmoore has acquired the fundtech platform Assetcare, the company—primarily active in the Netherlands and Luxembourg—announced on Wednesday. Amsterdam-based Assetcare will continue to operate under its own name. Trustmoore employs …

A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US equity markets just as index providers move to fast-track their inclusion. Asset managers expect this combination could inject fresh volatility into …

Markets are pricing a world that may no longer exist

Some software stocks find upside in AI

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

Chart of the week: J-curve or U-turn

Investors return to beaten-down software stocks

Morningstar: Barings versus Blackrock in Global Emerging Markets Bond

Selling America is misreading of bigger picture, US managers say

Transfers: Schroders, LHoFT, Feri, Goldman Sachs

Trustmoore acquires Assetcare

Galactic American IPOs set to test passive investors as index rules shift