Europe’s failure to complete its capital markets integration carries a measurable economic cost of around 150 billion euro per year in lost investment, according to a new report from the Citi Institute. Over a ten-year period, the drag on economic growth …

Almost daily, I find myself amazed at how people simply refuse to see certain things. On the street, in politics, but also in the financial markets. How often investors choose to systematically ignore the colossal elephant in the room is beyond counting. …

The European Central Bank (ECB) finds it wonderful to see that the euro is gaining popularity around the world, now that the image of the US and, in its wake, the dollar, is suffering from US policy and the country’s stance on the global stage. The ECB is …

Strong demand for gold from central banks and the relatively small position held by private investors in the precious metal will push the gold price higher in 2026, Carmignac expects. Even so, the asset manager has slightly reduced its allocation to gold. …

Corporate bonds, particularly high yield bonds, had a strong 2025 but portfolio managers remain cautious going into 2026. Global corporate bonds delivered broadly positive returns in the fourth quarter of 2025, supported by improving risk sentiment, …

Academic researchers in Europe and the United States are finding that prices on Polymarket, a fast-growing online prediction market, can track real-world outcomes with surprising accuracy. The findings suggest such platforms could become a useful tool for …

Amundi appointed Alessia Berardi as head of macroeconomics at the Amundi Investment Institute. In this role, she will be responsible for global macroeconomic analysis and retains responsibility for emerging markets strategy. She is also a member of …

The development that some large banks in Europe are closing their doors to open architecture and internalising asset management is good for their margins in the short term but could create a long-term problem. That is what Carmignac UK CEO Maxime …

AXA Investment Managers is shutting down its fund focused on biodiversity due to a lack of investor interest. “We continue to believe in the theme, but from now on within a broader context,” the explanation said. Around January 30, the AXA World Funds …

As a growing part of the financial community questions whether artificial intelligence has created a bubble, Fabiana Fedeli takes a different view. The CIO for Equities, Multi-Asset and Sustainability at M&G Investments argues that AI is not the source of …

Fragmented capital markets cost Europe 150 billion euro a year, Citi report finds

Chart of the week: choosing between two evils has never been easier

ECB must choose: a global euro or no strong euro. It cannot have both

Why the gold price could rise further in 2026

Morningstar: AXA versus Jupiter in global high yield bond

Prediction markets prove accurate enough to help investors, German study finds

Transfers: Amundi, AEW (Natixis IM), Blackrock

Why independence matters in asset management: Maxime Carmignac on consolidation, open architecture and culture

AXA IM closes biodiversity fund

AI accelerates markets, not volatility