At the Deloitte Private Art & Finance Conference in New York, art investors did something almost unheard of: they dismantled the investment case for their own asset class. The 17th edition of the conference, which brought together private banks, family …

Markets appear late cycle, yet the usual signals for a downturn remain absent. Speaking at Schroders’ Crystal Ball Outlook 2026 briefing, Johanna Kyrklund, group chief investment officer, told journalists that stretched valuations alone are not enough to …

The solid balance sheets and high profitability of banks provide a strong foundation for deeply subordinated bank bonds. They offer high returns at low risk. So-called AT1 bonds, or cocos, are an attractive outlier in the financial markets. The relatively …

Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who became famous for predicting the 2008 mortgage crisis, placed short positions on Nvidia and Palantir. Burry’s claim that big tech companies polish their …

A good fifteen years after the global financial crisis rewired the world’s credit circuits, a new generation of credit masters now sits in the driver’s seat of corporate finance. From New York to London, and from Amsterdam to Luxembourg, a network of …

New loan failures have reignited debate over the health of private credit. The bankruptcy of Renovo Home Partners last week has drawn warnings about the quality of the underwriting and possible systemic risks. Industry veterans push back, saying media …

Unless you’ve been living under a rock for the past twelve months, you can’t have missed witnessing one of the strongest gold rallies in recent decades. The number of parroted stories about gold has exploded, often relying on the same comparison. Yet it’s …

Top rated firms come in all shapes and sizes. Colchester Global Investors and MFS Asset Management have different specialties and histories. Both stand out for their commitment to putting investors’ interests first. This earns them both a Morningstar …

BLI names head of asset management and COO Banque de Luxembourg Investments (BLI) has appointed Marc Erpelding as head of asset management, taking over responsibility for the fund management teams from Guy Wagner. Wagner remains chief investment officer …

As institutional investors worldwide increase their exposure to private markets, a trio of Belgian institutions offered a timely reminder that success in the asset class depends as much on discipline as on opportunity. Speaking at CFA Society Belgium’s …

Art investors puncture own investment case at Deloitte’s New York forum

‘It’s too early to withdraw into a bear cave’

‘Cocos have never been safer’

Halfway through the AI bubble

As banks retreat, private lenders take the wheel

Blackrock’s latest loss widens rift between private credit yays and nays

Chart of the week: apples and pears

Morningstar: Colchester Global Investors vs MFS Asset Management

BLI reshuffles fund management leadership, Wagner remains CIO

‘Don’t underestimate the homework in private investments’