While Europe continues to attract investors seeking attractive valuations and macroeconomic stability, M&G sees a fundamental shift occurring in the US capital markets: 75 percent of credit growth is now taking place through the private market—a …

A quiet power shift is underway in the European fund industry. Investors are increasingly gravitating towards larger Ucits vehicles, favouring scale, simplicity and cost-efficiency over specialisation and boutique appeal. As this structural trend gathers …

With traditional market dynamics breaking down and foreign holdings of U.S. assets at record highs, US fund houses Doubleline Capital and Pimco both warn that investors can no longer rely on the old dollar playbook. Their message comes as international …

2025 had barely begun when the euphoria of the previous year was gone for good. Geopolitical tensions, economic concerns and political conflicts dominate the financial markets—even if the stock markets have calmed down a little (at least for the time …

As artificial intelligence takes over functions once handled by offshore teams, asset managers and their services firms face a new frontier, one that blends automation gains with urgent ESG questions. What began as a cost-driven outsourcing wave to …

The tariffs announced by President Trump are accelerating an already ongoing reshoring trend. Companies are being forced to revise their strategies—and so are investors. Intermediaries stand to benefit, as do warehouse providers. According to Christoph …

The spectacular rally in Japanese equities appears to be over after many years of strong gains. Following years of underweight positioning, global investors have finally turned their attention to Japanese stocks, spurred by a recent aversion to U.S. …

While markets have so far remained relatively calm, professional investors are becoming increasingly aware that the U.S. airstrikes on Iranian nuclear facilities may mark the start of a new and risky geopolitical phase. Fears of escalation, especially …

Agentic AI, a new class of artificial intelligence capable of autonomous decision-making, is beginning to reshape the asset management industry. Dutch investment firm Robeco is among the first to publicly test the technology, aiming to integrate AI …

Under control. No, that title isn’t about Iranian airspace—although, with recent developments, an entire column could easily be dedicated to that as well. The title refers to the American consumer, who, despite all the uncertainty surrounding tariffs, has …

US private debt: silent engine of growth and warning signal for global investors

Big is beautiful: large funds take over the European Ucits market

The dollar no longer rules: US fund houses warn of structural shift

Universal Investment: analysis shows that times for investors are volatile

The ESG blind spot: AI’s social toll on global labor

‘Reshoring trend accelerates, investors must rethink strategies’

The end of the Japanese miracle

Markets confront new uncertainty after U.S. strike on Iran

Robeco embraces agentic AI as next disruptor in asset management

Chart of the week: under control