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Investment Outlook 2026: Resilience and Rebalancing

Most recent

AssetCare - Archie Bumbieris
Expert Panel
March 11, 2026

AssetCare: the right (AI) tool for the right job

Finance is full of repetitive work, often done manually. Reconciliation, reporting, and various…
Read more
Euro and dollar
Laws and Regulations
March 10, 2026

How Europe wants to protect itself from dollarization

With euro stablecoins and a digital euro, Europe wants to counter the looming dollarization of the…
Read more
Han Dieperink
Opinion
March 10, 2026

The price of war

Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
Read more
A lack of refining capacity in Europe puts oil products like diesel and kerosine under further upward pressure. Photo: Flickr.
Asset Allocation
March 9, 2026

Oil surge raises spectre of 1970s stagflation

Investors are increasingly focused on what the war with Iran could mean for the global economy. The…
Read more
Juncker with US president Donald Trump at a G7 meeting in 2017. Photo: EU.
News
March 9, 2026

Juncker warns Europe could lose all seats in the G7

Former European Commission president Jean-Claude Juncker warned that Europe risks losing its…
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Gertjan Verdickt
Opinion
March 9, 2026

Noise in the factors

I recently came across an interesting study about the Fama-French factors, those widely used risk…
Read more
European flag in Strasbourg. Photo: Philippe Buissin, EU.
Expert Panel
March 6, 2026

Morningstar: Invesco vs Cartesio in EUR cautious allocation

Investors continue to shun EUR cautious allocation funds as fixed income regained popularity.
Read more
New York Stock Exchange. Credit: David Vives / Unsplash
Investing
March 5, 2026

The end of US exceptionalism? Not quite.

For more than a century, it has been “very unwise” for investors to position themselves against the…
Read more
Cathrine Foldberg Møller. Photo: DLA Piper.
Transfers
March 5, 2026

Transfers: DLA Piper, RBC Bluebay, HSFK, JP Morgan AM, Anthos, Blackrock

This week’s people update includes news from law firms DLA Piper and Herbert Smith Freehills Kramer…
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Afbeelding van Claudio Schwarz via Unsplash
Investing
March 4, 2026

Investors reassess strategic asset allocation as negative correlation returns

With the restoration of the negative correlation between equities and bonds, the structure of…
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Most read

Euro and dollar
Laws and Regulations

How Europe wants to protect itself from dollarization

Read more
Juncker with US president Donald Trump at a G7 meeting in 2017. Photo: EU.
News

Juncker warns Europe could lose all seats in the G7

Read more
Arnaud de Dumast. Photo: Cardif Lux Vie.
Transfers

Transfers: Cardif Lux Vie, JP Morgan, Nuveen, Blackstone

Read more
Frederik Redele, Commenda
Family Offices

At Commenda, family assets strive to improve the world

Read more
Partners Group new North American headquarters, after the office opened in 2019
Asset Allocation

CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop

Read more

Fund analysis

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