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Yesterday
The growing gap between earnings calls and stock prices in private credit
The already downward-trending stock prices of major US private credit firms took another hit this…
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Asset Allocation
February 9, 2026
Record outflows from ESG funds, but that’s not the full story
Sustainable funds recorded their first full year of net outflows in 2025, after investors withdrew…
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Investing
February 5, 2026
Five-year plan guides renewed China allocation
Chinese equities have outperformed Wall Street for two consecutive years, yet the label…
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Investing
February 2, 2026
Fragmented capital markets cost Europe 150 billion euro a year
Europe’s failure to complete its capital markets integration carries a measurable economic cost of…
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Investing
January 30, 2026
Why the gold price could rise further in 2026
Strong demand for gold from central banks and the relatively small position held by private…
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Investing
January 29, 2026
Prediction markets prove accurate enough to help investors, German study finds
Academic researchers in Europe and the United States are finding that prices on Polymarket, a fast…
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Investing
January 27, 2026
AI accelerates markets, not volatility
As a growing part of the financial community questions whether artificial intelligence has created a…
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Asset Allocation
January 26, 2026
Silver breaks with tradition as structural shortages take hold
The silver price appears to be breaking with its traditional pattern. Where the metal has…
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Asset Allocation
January 22, 2026
To European investors ‘sell America’ is noise
Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in…
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Asset Allocation
January 21, 2026
Trump forces Europe into strategic rethink
Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s…
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Laws and Regulations
Ucits review risks ‘backwards’ step, says Luxembourg industry
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Investing
The growing gap between earnings calls and stock prices in private credit
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Laws and Regulations
Eltif protectionism: Luxembourg expects Commission to act
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Taxation
Patchwork quilt of European taxes on wealth expands
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Opinion
Chart of the week: Olympic mindset
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