Thomas Defauw

Jeroen Blokland
Opinion
January 12, 2026

Chart of the week: better a raging optimist or a permabear than an index hugger

A new year, a new round. Every year at the beginning of January, I once again look with amazement…
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Gertjan Verdickt
Opinion
January 12, 2026

The illusion of passive investing

Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all…
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A silicon wafer with microchips including microscopic transistors and circuits. Photo: by Laura Ockel on Unsplash.
Market Reports
January 9, 2026

Value benefits from AI fatigue and rising Taiwan tensions

U.S. large-cap stocks are extending their rally into the new year, but a growing number of asset…
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Foto Globe Valentin Antonucci - Pexels
Expert Panel
January 9, 2026

Morningstar: Robeco versus MFS in global equities

While the average fund in the Global Large-Cap Blend Equity Morningstar category eked out a 5.8…
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Jean Paul Daragjati
Investing
January 8, 2026

Try to be a well-rounded ‘Swiss Army knife,’ says young private banker

After studying politics, Jean-Paul Daragjati set his sights on finance through a hands-on master’s…
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Glazen bol
Investing
January 8, 2026

Semi-transparent ETFs target free-riding on investment strategies

European asset managers are increasingly looking at semi-transparent ETFs to reduce the risk of…
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Helen Jewell. Photo: Blackrock.
Transfers
January 8, 2026

Transfers: Jewell named CIO fundamental equities at Blackrock

This week’s international overview of appointments and transfers in the industry.
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Luxembourg’s Theaterplaatz. Photo by Ulrich Lantermann via Wikimedia.
Investing
January 7, 2026

Demand for compliance talent a 2026 priority for Luxembourg recruiters

With the start of a new year, the professionals making the wheels of Luxembourg’s funds sector spin…
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Max Severijns
Opinion
January 7, 2026

On Wall Street, one type of colleague remains ‘problematic’: the woman

EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a…
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From left to right: Lorenzo Codogno, Ignazio Angeloni and Nicolas Véron.
Asset Managers
January 6, 2026

Protectionist reflexes still stand in the way of Europe’s champions

The failed partnership between Italy’s Generali and France’s BPCE is more than a collapsed deal in…
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Afbeelding van Jordan Beltran via Unsplash
Investing
January 6, 2026

What remains of ‘Who cares wins’? ESG after 25 years in perspective

What began as a tool for measuring risks evolved into a normative framework, only to return under…
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Han Dieperink
Opinion
January 6, 2026

The continuation of the semiconductor supercycle

The first trading day of 2026 left no room for doubt. While many investors were still recovering…
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PDVSA is Venezuela's state oil company. Photo: Wikimedia.
Asset Allocation
January 6, 2026

Venezuela, Greenland and the return of spheres of influence

When United States forces seized President Nicolás Maduro of Venezuela, the political shock was…
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Proxy advisors ISS and Glass Lewis in November recommended shareholders vote against the 1,000 billion dollar pay package for Elon Musk. Photo: TED via Flickr.
Laws and Regulations
January 5, 2026

White House reins in proxy firms, curbing shareholder power

The US government is moving to scale back the influence of proxy advisers ISS and Glass Lewis…
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