Thomas Defauw

procenten
Asset Allocation
today

Fear of higher inflation dampens optimism around bonds

A large share of the bond markets currently offers yields that look attractive, above the magical…
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European flag in Strasbourg. Photo: Philippe Buissin, EU.
Expert Panel
today

Morningstar: Invesco vs Cartesio in EUR cautious allocation

Investors continue to shun EUR cautious allocation funds as fixed income regained popularity.
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New York Stock Exchange. Credit: David Vives / Unsplash
Investing
Yesterday

The end of US exceptionalism? Not quite.

For more than a century, it has been “very unwise” for investors to position themselves against the…
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Cathrine Foldberg Møller. Photo: DLA Piper.
Transfers
Yesterday

Transfers: DLA Piper, RBC Bluebay, HSFK, JP Morgan AM, Anthos, Blackrock

This week’s people update includes news from law firms DLA Piper and Herbert Smith Freehills Kramer…
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CSSF's headquarters in Luxembourg. Photo: IO.
Supervision
March 4, 2026

CSSF tightens ESG supervision as EU rulebook shifts

Luxembourg’s financial regulator has updated its supervisory priorities for sustainable finance for…
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Afbeelding van Claudio Schwarz via Unsplash
Investing
March 4, 2026

Investors reassess strategic asset allocation as negative correlation returns

With the restoration of the negative correlation between equities and bonds, the structure of…
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Swiss banknotes. Photo: Pixabay.
News
March 3, 2026

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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Han Dieperink
Opinion
March 3, 2026

Share prices follow earnings, always

Stocks follow earnings per share. Over the long term, the correlation between earnings growth and…
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Credit: Shaah Shahidh / Unsplash
Investing
March 2, 2026

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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Iran's Republican Guard during a naval exercise in 2024. Photo: Wikimedia/IIPA.
News
March 2, 2026

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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Gate: Credit: Elaine Alex / Unsplash
Investing
March 2, 2026

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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Jeroen Blokland
Opinion
March 2, 2026

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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The demolition of the East Wing in progress last October. Photo: Wikimedia.
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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Dollar, peso, rupee. Credit: Avinash Kumar / Unsplash
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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