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News
Opinion
March 13, 2026
The new equity analyst is called Claude. But he can’t do everything
Write a prompt asking Claude to act like an investor who wants to know everything about a company…
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Asset Allocation
March 12, 2026
CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop
Listed private markets managers are under pressure in recent weeks as investors question the…
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Transfers
March 12, 2026
Transfers: Cardif Lux Vie, JP Morgan, Nuveen, Blackstone
This week’s overview of people transfers from across Europe.
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Investing
March 11, 2026
Ten indicators that show where energy markets crack
Oil prices can swing by tens of dollars within hours, as happened this week amid the war surrounding…
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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…
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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…
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Opinion
March 10, 2026
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
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…
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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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Opinion
March 9, 2026
Noise in the factors
I recently came across an interesting study about the Fama-French factors, those widely used risk…
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Most recent
Asset Managers
Selling America is misreading of bigger picture, US managers say
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Transfers
Transfers: Schroders, LHoFT, Feri, Goldman Sachs
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Galactic American IPOs set to test passive investors as index rules shift
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Technology
‘Euro stablecoin stands or falls with support from major banks’
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Opinion
Beijing’s handshake
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