Oil prices may need to rise significantly further to stabilize global markets as disruptions in the Strait of Hormuz deepen, JPMorgan said. For import-dependent Europe, the risk of slower growth and higher inflation is rising by the day. JPMorgan frames …

Every time an oil crisis occurs, the recession scenario is immediately dusted off. The oil price rises, analysts pull out their charts, and within a week the first warnings appear that a recession is inevitable. But the relationship between oil crises and …

From the 17th floor of the Rembrandt Tower in Amsterdam, Blackrock has a clear view of a market where scrutiny of its climate strategy is intensifying. Pension funds, policymakers, and activist groups are raising questions about the role of the world’s …

The French asset manager Natixis is strongly in favor of US equities in its asset allocation. Despite the war in Iran and trade tariffs, the outlook for the US economy is actually quite positive, argues chief strategist Mabrouk Chetouane. “Maybe I …

In times of uncertainty, it is even more crucial to invest in the human connection that is at the heart of private banking, said Stéphane Pardini, CEO of Wealth Management at Quintet Luxembourg, in an interview with Investment Officer. Amid geopolitical …

With no end to the war with Iran in sight for the time being, talk of a recession is resurfacing. Yet other indicators suggest that the bull market is far from over. To understand this, we travel to Singapore, where profits from electronics exports have …

Delen Private Bank is reorganizing tasks within the group in the areas of delegated portfolio management, fund administration, and custodial services. This is intended to improve efficiency and strengthen governance. Project Horizon is the name of the …

Geopolitical conflict and renewed inflationary concerns sapped the wind from high-yield sails. Fixed income markets made an abrupt U-turn in the first quarter. After a positive start to the year, markets dramatically pulled back in March resulting in …

European dependence on fossil fuels poses a risk to price stability. That is according to Frank Elderson, the Dutch member of the Executive Board of the European Central Bank (ECB). Energy shocks, which seem to occur with increasing frequency, are making …

As geopolitical tensions rise and instability in the Middle East persists, small-cap equities have shown notable resilience. So-called “domestic champions”—companies with dominant positions in their domestic markets—are benefiting from deglobalisation and …

Each week Hormuz stays shut costs Europe 0.1% of GDP

Correlation is not causation

Blackrock sees no shift in sustainability approach

Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’

Quintet: In times of uncertainty, client contact becomes a competitive edge

Chart of the week: why the bull market isn’t over

Delen streamlines back-office fund management

Morningstar: Loomis Sayles vs Nordea in European high-yield bond

ECB policymakers might need to talk less often

Domestic champions support small caps in a deglobalising world