The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is usually just noise. Now, however, even the most committed progressive has to admit the timing is terrible. Things were going so well. You’re not really …

European pension funds have long relied on private markets for long-term investments, and family offices have built substantial allocations as well. That model is now edging into the US retail retirement system, where the Trump administration is moving to …

There was eager anticipation for a new US labor market report. And not only because the flow of macro data from the United States is still lagging as a result of the shutdown. The US labor market is what can still obscure the real reason why rates were …

The Japanese equity market can exhibit significant dispersion in performance across investment styles. More importantly, investor style preferences in Japan can diverge markedly from those in global equity markets, as demonstrated in 2023 and 2024, when …

In financial markets, 2026 will not only be a year of economic normalization, but also a test of the institutional fabric of US monetary policy. Renewed political polarization and the approaching expiration of central banker Jerome Powell’s term are …

Geopolitical risk once entered markets through sudden shocks. Going into 2026, leading investment managers and economists see a more persistent source of pressure: structural forces reshaping a world that is fracturing. That picture emerges from …

Quintet picks Vontobel executive as successor Luxembourg-headquartered Quintet Private Bank has announced that Thomas Heinzl (photo) will succeed Chris Allen as Group CEO in the second quarter of 2026. Allen, a HSBC veteran who joined the …

Luxembourg is full of opportunities to explore the world of private banking and make your mark, explain two young bankers at Citi. Despite the country’s dreary climate, they highlight the Grand Duchy as an appealing place for young people starting out in …

Around one-third of asset managers active in Europe expect a comeback for European equities in 2026. They consider stocks from the region to be inexpensive and expect the planned large-scale European government investments in areas such as defense and …

Europe’s banks are heading into 2026 with solid balance sheets, but with less room for error. After an unusually long credit cycle, risks are building just as the economic environment becomes more uncertain, according to Scope Ratings’ European Bank …

Democrats are set to win but the timing is awful

Private market firms sallivate over Americans’ retirement cash

Chart of the week: few US jobs, how so?

Morningstar: Comgest vs JPMorgan in Japan largecap growth equity

Fed and politics

Geopolitics emerges as a structural market risk in 2026

Transfers: Chris Allen to step down as CEO at Quintet Private Bank

Weather aside, Luxembourg is winning over young bankers

Europe thé comeback category for 2026, according to asset managers

Europe’s banks have very little room to absorb shocks