Investors do not need to get every forecast right to make money. At Investment Officer ’s 2026 Portfolio Day in Bussum, the Netherlands, four chief investment officers explained how corporate earnings had sustained their confidence through geopolitical …

Pauline Plunkett has been appointed managing director Europe for L&G’s asset management business, taking responsibility for the firm’s activities across Europe outside the UK. She joined L&G in 2014 and most recently served as chief executive of LGIM …

While Germany’s far-right AfD continues its electoral advance, the far right and far left are the most likely to produce France’s next president. What does political polarization mean for investors? Recent turmoil in bond markets—with yields soaring—is …

Investing is not about predicting what will happen tomorrow. It is about identifying what the market has yet to price in properly. Yesterday, at Portfolio Day 2026, Bob Homan and I shared our outlook for the year ahead. Here are ten investment ideas for …

European investors are pouring record sums into emerging market equity funds while pulling money out of China funds. Despite Beijing’s challenge to American leadership in artificial intelligence, a weak stock market is exposing a gap between technological …

The share of women among active fund managers worldwide has declined over the past twelve months. This is the first decline since 2018. The decrease is particularly evident among European fund houses, with Luxembourg recording the sharpest drop. In …

My French is far from great, but the title can loosely be translated as “Here we go again.” The French bond spread crossed a dubious threshold this week that does not bode well for the euro. The additional interest the French government has to pay …

Luxembourg’s oldest bank could be split between buyers of its retail and wealth management businesses as Chinese owner Legend Holdings seeks to sell its controlling stake. Beijing-based Legend is working with Goldman Sachs to sell its approximately 90 …

A fund’s performance is not the only factor that matters. The organisation behind the fund can also play an important role in its long-term success. The so-called Parent rating therefore assesses the quality of the asset manager as a whole, looking at …

The head of the central bank announced an interest rate hike in September. The reason? Inflation has been far too high for far too long. Meanwhile, the economy is growing, so it does not need training wheels. Unemployment is also on the low side, …

Portfolio Day: Investors can get markets right for the wrong reasons

Transfers: L&G, Spuerkeess, Waystone, Oddo BHF, Columbia Threadneedle, La Française, Edmond de Rothschild, DZ Bank

Rise of political extremes shifts the landscape for stocks and bonds

Ten ideas for 2026

China’s AI winners miss European portfolios amid emerging-market rush

Percentage of women among active fund managers declines

Chart of the week: c’est reparti!

BIL could be split if Chinese owners sell

Morningstar: Neuberger Berman vs RBC Global Asset Management

Yes, decisive action against inflation spotted!