If history is any guide, the artificial intelligence boom will not be those who build the technology, but those who deploy it. That is the view of Kevin Khang, head of global economic research at Vanguard. He argues that today’s market narrative risks …

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the slightest interest in the financial markets. Extremely negative stories, stories about the issues of the day, or stories with sensational headlines tend to …

Software stocks are being repriced as investors reassess how artificial intelligence will reshape the industry. Some fund managers now argue the selloff has gone too far, even as uncertainty around long-term earnings remains unresolved. Deutsche Bank …

Hard-currency emerging-markets sovereign debt held up modestly better for European investors than for US investors in the first quarter of 2026. Euro‑based returns were broadly flat, compared with a roughly 0.2% decline for US dollar‑based investors. …

A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the economic backdrop remains stubbornly solid, the case for US assets is alive and kicking, America’s largest investors say. The sell-off that followed a spike in …

Schroders has appointed Guillaume Lendormy as head of cross-border financial institutions, a newly created role starting May 4. He will lead the firm’s global client strategy for large institutions operating across multiple jurisdictions and report to …

Fund administrator Trustmoore has acquired the fundtech platform Assetcare, the company—primarily active in the Netherlands and Luxembourg—announced on Wednesday. Amsterdam-based Assetcare will continue to operate under its own name. Trustmoore employs …

A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US equity markets just as index providers move to fast-track their inclusion. Asset managers expect this combination could inject fresh volatility into …

Asset managers and financial planners need to focus more explicitly on heirs in the run-up to the “Great Wealth Transfer” in order to limit asset outflows and safeguard their own future. They should, in fact, behave more like a family office. That is …

A dozen major European banks have joined forces to offer a euro stablecoin to clients by the end of this year. “We have a better chance of creating a broadly supported stablecoin than fintechs,” said Floris Lugt, CFO of Qivalis, the joint venture that …

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

Chart of the week: J-curve or U-turn

Investors return to beaten-down software stocks

Morningstar: Barings versus Blackrock in Global Emerging Markets Bond

Selling America is misreading of bigger picture, US managers say

Transfers: Schroders, LHoFT, Feri, Goldman Sachs

Trustmoore acquires Assetcare

Galactic American IPOs set to test passive investors as index rules shift

‘Wealth transfer increases risk of outflows for advisors’

‘Euro stablecoin stands or falls with support from major banks’