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 …

In the world of asset management, performance may grab the headlines, but it’s the underlying firm culture, governance, and stability that often determine whether success is built to last. This week, we are again comparing two asset managers rather than …

The decline of value investing is not a recent phenomenon but a process that has been unfolding for over three decades. While many pinpoint its loss of effectiveness around 2007, Baruch Lev and Anup Srivastava demonstrate in their study that the strategy …

University endowment funds in the U.S. are offloading private equity stakes as tax hikes loom. They frame it as strategic, but industry voices increasingly suspect disappointing returns are forcing their hand. Yale University is selling up to 6 billion …

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

Morningstar: Comgest vs Carmignac on culture, stability and long-term strength

The end of value investing?

Yale’s private equity retreat signals broader stress in endowments