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Laws and Regulations
today
How Europe wants to protect itself from dollarization
With euro stablecoins and a digital euro, Europe wants to counter the looming dollarization of the…
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Opinion
today
The price of war
Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
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Asset Allocation
Yesterday
Oil surge raises spectre of 1970s stagflation
Investors are increasingly focused on what the war with Iran could mean for the global economy. The…
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News
Yesterday
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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Opinion
Yesterday
Noise in the factors
I recently came across an interesting study about the Fama-French factors, those widely used risk…
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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.
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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…
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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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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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News
March 3, 2026
Negative Swiss rates back in focus as Franc surges
The sharp rise in the Swiss franc following U.S.–Israeli strikes on Iran has brought an issue back…
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Laws and Regulations
How Europe wants to protect itself from dollarization
Read more
Opinion
The price of war
Read more
Asset Allocation
Oil surge raises spectre of 1970s stagflation
Read more
News
Juncker warns Europe could lose all seats in the G7
Read more
Opinion
Noise in the factors
Read more