Active asset allocation is a double-edged sword. Executed well, tactical shifts can generate alpha and differentiate from the benchmark. The trade-off is greater complexity, with more moving parts and higher demands on skill and discipline. Investors …

Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of investors fly to a shareholder meeting in the middle of the American Midwest to hear a wise old man explain that smart investors can probably find better uses …

A Belgian-led private fund, structured as a Luxembourg RAIF, at the center of a Dutch regulatory probe has acknowledged serious failures in governance and investor reporting, as it attempts to rebuild trust with two wealth managers whose clients were …

Jamie Dimon, chairman and chief executive officer of JPMorganChase, has warned that global bond markets are heading toward a crisis unless policymakers act before markets force their hand, pointing to a compounding mix of persistent government deficits, …

The Iran war has broken the trend toward greater convergence between yields on European government bonds. Yields rose particularly sharply in Italy and the United Kingdom, while countries such as the Netherlands and Spain managed to limit the damage …

Andrew Thomas Wynn , co-founder of private equity firm Perwyn, has relocated his official residence from the United Kingdom to Luxembourg, according to a corporate filing cited by Bloomberg. The move took effect on April 7 and follows the firm’s opening …

Oil prices may need to rise significantly further to stabilize global markets as disruptions in the Strait of Hormuz deepen, JPMorgan said. For import-dependent Europe, the risk of slower growth and higher inflation is rising by the day. JPMorgan frames …

Every time an oil crisis occurs, the recession scenario is immediately dusted off. The oil price rises, analysts pull out their charts, and within a week the first warnings appear that a recession is inevitable. But the relationship between oil crises and …

From the 17th floor of the Rembrandt Tower in Amsterdam, Blackrock has a clear view of a market where scrutiny of its climate strategy is intensifying. Pension funds, policymakers, and activist groups are raising questions about the role of the world’s …

The French asset manager Natixis is strongly in favor of US equities in its asset allocation. Despite the war in Iran and trade tariffs, the outlook for the US economy is actually quite positive, argues chief strategist Mabrouk Chetouane. “Maybe I …

Morningstar: Blackrock versus JP Morgan in EUR Moderate Allocation – global

With Buffett gone, Berkshire is becoming truly Buffettian

Capiva Plus fund admits governance failures, seeks reset

Dimon: bond markets face forced adjustment as fiscal risks compound

Inflation fears pull European yields further apart

Transfers: Perwyn, Lalux, Alumia, Universal-Invest, Clifford Chance

Each week Hormuz stays shut costs Europe 0.1% of GDP

Correlation is not causation

Blackrock sees no shift in sustainability approach

Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’