A group of Belgian investors returned to Omaha this weekend for Berkshire Hathaway’s annual meeting, but for the first time Warren Buffett was not on stage. The 95-year-old still attended, yet the tone of the “Woodstock of capitalism” has begun to shift. …

Imagine this: your boss can see exactly when you’re sitting at your desk, what time you arrive, what time you leave, and when you take lunch. It almost sounds like a nightmare from a dystopian novel, but for 300 equity analysts, this was daily reality …

The fees private equity managers earn on successful deals are no longer just a matter of compensation. For the pension funds and insurers that bankroll the industry, the way those payouts are calculated has become a test of governance, and an increasingly …

Corporate governance is one of those topics investors prefer to push into the background as long as markets are rising. Yet the quality of corporate governance is one of the most decisive factors for the long-term valuation of an equity market. Countries …

While private banks and asset managers are heavily investing in AI for their own processes, something is also changing on the other side of the table: A client who shows up with six pages of AI-generated advice. “It is now essential for managers and banks …

Active asset allocation is a double-edged sword. Executed well, tactical shifts can generate alpha and differentiate from the benchmark. The trade-off is greater complexity, with more moving parts and higher demands on skill and discipline. Investors …

Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of investors fly to a shareholder meeting in the middle of the American Midwest to hear a wise old man explain that smart investors can probably find better uses …

A Belgian-led private fund, structured as a Luxembourg RAIF, at the center of a Dutch regulatory probe has acknowledged serious failures in governance and investor reporting, as it attempts to rebuild trust with two wealth managers whose clients were …

Jamie Dimon, chairman and chief executive officer of JPMorganChase, has warned that global bond markets are heading toward a crisis unless policymakers act before markets force their hand, pointing to a compounding mix of persistent government deficits, …

The Iran war has broken the trend toward greater convergence between yields on European government bonds. Yields rose particularly sharply in Italy and the United Kingdom, while countries such as the Netherlands and Spain managed to limit the damage …

Buffett steps back as Omaha gathers without him on stage

When your boss takes away your work-from-home day, your numbers get better

Private equity’s pay machine becomes a governance test

The price of good governance

How AI enters the client meetings

Morningstar: Blackrock versus JP Morgan in EUR Moderate Allocation – global

With Buffett gone, Berkshire is becoming truly Buffettian

Capiva Plus fund admits governance failures, seeks reset

Dimon: bond markets face forced adjustment as fiscal risks compound

Inflation fears pull European yields further apart