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Date
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January 19, 2026
Opinion

When everything goes against you, recovery beckons

The global economy is facing significant challenges. Geopolitical tensions are often palpable, and the sharp rise in precious metal prices suggests that fear is widespread, likely driven by a range of perceived threats. Such an environment calls for a …
January 19, 2026
Asset Allocation

Trump's return to Davos heralds new age of deglobalization

As global leaders and investors arrive in Davos this week, the central question for markets is no longer whether geopolitics matters, but how quickly political risk is being priced into assets. Donald Trump’s return to the World Economic Forum, where he …
January 19, 2026
Opinion

The chart that investors would rather not see

In the run-up to the Senate elections later this year, a presidential candidate has been making some rather odd moves. After briefly plucking away the president of a, at least on paper, sovereign state, and more or less annexing Greenland, again on paper, …
January 16, 2026
Investing

Morningstar: Cullen vs Robeco in Global Emerging Markets Equity

Emerging markets outperformed developed markets in 2025 for the first time since 2017, driven largely by strong AI and tech gains in South Korea. This week Morningstar compares the Robeco Emerging Stars Equities fund with the Cullen Emerging Markets High …
January 15, 2026
Asset Allocation,Events

CIOs caution investors against headline-driven decisions

Anyone following geopolitical tensions, the noise around China and the ongoing turmoil coming out of Washington might expect investors to turn defensive. The opposite emerged at the CIO panel during the Investment Officer New Year’s Perspectives 2026 in …
January 15, 2026
Investing,News

This is what’s in store for Jerome Powell

With the subpoena of Jerome Powell, political pressure on the Federal Reserve has taken on a legal dimension. The timing is striking: Powell’s term still has months to run, yet the White House is pressing ahead now. The stakes extend well beyond the fate …
January 15, 2026
Transfers

Transfers: Côme Maison Financière, Alumia, Candriam

Côme Maison Financière opens Luxembourg office French family office advisory Côme Maison Financière has appointed Pascal Rapallino as a partner as part of its international expansion, marked by the opening of a new Luxembourg office, the firm announced on …
January 14, 2026
Asset Allocation,Laws and Regulations

Trump’s credit card rate cap would hurt consumers and banks alike

President Donald Trump’s call to cap U.S. credit card interest rates at 10 percent is weighing on bank stocks and raising broader concerns about consumer credit and confidence. The proposal, announced Friday evening on Truth Social and intended to run for …
January 14, 2026
Opinion

SFDR 2.0 lacks ‘shades of green’

The product classification in the revised SFDR does not allow for any ‘shades of green’. That is regrettable, because precisely such labels would make investment choices clearer for investors. On 20 November, the European Commission published its …
January 13, 2026
Opinion

Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’

The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome Powell. Officially, the case concerns the renovation of government office buildings in Washington. No one should pretend to be naive enough to take that …