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Investment Officer
News
today
Negative Swiss rates back in focus as Franc surges
The sharp rise in the Swiss franc following U.S.–Israeli strikes on Iran has brought an issue back…
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Opinion
today
Share prices follow earnings, always
Stocks follow earnings per share. Over the long term, the correlation between earnings growth and…
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Investing
Yesterday
Oil, gas prices take center stage in market reaction to Iran strikes
Oil and gas prices rose sharply on Monday as investors assessed the implications of U.S.-Israeli…
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News
Yesterday
Iran’s oil shock puts the Teflon-market thesis to the test
Markets enter the week facing not simply another geopolitical headline, but the prospect of a…
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Investing
Yesterday
The Blue Owl saga has become a real-time test of semi-liquid funds
When a US private credit fund closed its exit window to investors, confidence immediately came under…
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Opinion
Yesterday
Chart of the week: the outlines of a new credit bubble
AI is not a bubble by definition. But the investment wave surrounding it is. The first hairline…
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Supervision
February 27, 2026
Washington is rewinding the clock on investor protection
Washington is rewinding the clock on investor protection. Under chair Paul Atkins, the U.S…
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Expert Panel
February 27, 2026
Morningstar: Blackrock vs Pimco in global diversified bond strategies
Over the 12 months to February 2026, the US dollar weakened by 12.6 percent against the euro, a move…
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Opinion
February 27, 2026
The biggest threat to the euro is the ECB
On the eve of the recent meeting of EU leaders on how to make the European economy more innovative…
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Investing
February 26, 2026
To navigate private assets, wealthy families are investing together
As real estate returns to favor as an asset class, sourcing investment opportunities is not…
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Asset Allocation
February 26, 2026
Software selloff drives repricing in Europe’s loan markets
Artificial intelligence has unsettled software stocks for months. Now it is testing European credit…
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Transfers
February 26, 2026
Transfers: Utmost, JP Morgan, Jupiter, Bain, HQ Trust, Colliers
Utmost, a provider of insurance-based wealth solutions, has appointed Nicoletta Basso as branch…
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Asset Managers
February 25, 2026
Candriam lowers ESG standards to allow defense companies
Candriam is lowering the ESG bar for two major funds. This is intended to make investments in…
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Investing
February 24, 2026
Clarity around ‘Sanaenomics’ makes Japan investable again
Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more…
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