Wars grind on in Ukraine and the Middle East. The United States and China remain locked in unresolved tension. Oil traders are again weighing the vulnerability of the Strait of Hormuz. And yet major equity indices sit close to record highs. In market …

ETFs are no longer used exclusively to build passive long-term exposures. Institutional investors are increasingly deploying them to maintain market exposure during manager transitions, major reallocations, or to invest temporarily available cash. …

Inflation-linked bond funds gain popularity in anticipation of inflationary spikes or persistently sticky inflation increases. Such was the case in 2020, 2022, April of 2025, and the start of 2026. Inflation-linked bond funds invest in debt securities …

At the moment I am writing this column, Keir Starmer is still prime minister of the United Kingdom. And if it is up to him, he intends to remain so. The days when ministers stepped down voluntarily have long since passed. Nevertheless, this political soap …

The Luxembourg-based Capiva Plus Fund (in which Auréus and SemmieWealth invested hundreds of millions of euro's in client assets) generated an average annual return of 2.68 percent over the past five years. This is according to data from Morningstar . …

Wealthy investors who built large cash buffers after the pandemic may now face a different threat: the gradual erosion of their purchasing power, says JPMorgan Private Bank in an interview. The private bank says many clients remain heavily positioned in …

Private markets are no longer simply “alternative” investments or add-ons to family portfolios. As they become a core investment category, clients are increasingly looking to participate more actively. The average family office allocation to alternatives …

Although the AI rally is shifting from Silicon Valley to Asia, it offers investors little real diversification. Those seeking exposure outside US tech through emerging markets often end up in the same semiconductor supply chain anyway. The AI boom is no …

After decades of near-zero rates, the Bank of Japan's move toward tighter policy has pushed government bond yields to multi-decade highs, making Japan increasingly attractive to fixed-income investors both at home and in Europe. Japan has long been one of …

Fixed income investors are bracing for higher inflation. Yields on long-dated government bonds are rising globally, and markets are pricing in central bank rate hikes, even in the United States. At the same time, volatility remains so elevated that many …

Teflon markets: why turmoil now reads as stimulus

ETF’s gain ground in major portfolio reallocations

Morningstar: iShares versus Vanguard in inflation-linked bond

Chart of the week: the stumbling block that keeps shortening politicians’ shelf life

Capiva private markets fund had average return of 2.7 percent

JPMorgan tells wealthy clients: your cash is the risk now

Wealthy families seek more control in private market deals

Emerging markets offer little escape from US tech

Japan again a hunting ground for Europeans as yields surge

Fixed income investors: uncertainty spreads to the longer term