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China’s Growth Engine Still Runs on Exports and Investment
Investing
‘AI adoption of gives boost to quant investing’
Laws and Regulations
Glass Lewis navigates US backlash with global push
Partner content
The wind of change for equity investors
Asset Allocation
today
Each week Hormuz stays shut costs Europe 0.1% of GDP
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Asset Managers
Yesterday
Blackrock sees no shift in sustainability approach
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Asset Managers
April 27, 2026
Quintet: In times of uncertainty, client contact becomes a competitive edge
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Opinion
April 27, 2026
Chart of the week: why the bull market isn’t over
With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
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Expert Panel
April 24, 2026
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
Geopolitical conflict and renewed inflationary concerns sapped the wind from high-yield sails.
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Opinion
April 24, 2026
ECB policymakers might need to talk less often
European dependence on fossil fuels poses a risk to price stability. That is according to Frank…
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Investing
April 23, 2026
‘AI adoption of gives boost to quant investing’
Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly…
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Laws and Regulations
April 22, 2026
Glass Lewis navigates US backlash with global push
Proxy advisers are facing mounting political pressure in the US, even as demand for their services…
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Investing
April 22, 2026
AI dampens inflation, markets underestimate impact on rates
AI is quietly reshaping the cost base of the US economy by replacing labour and making processes…
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Investing
April 21, 2026
Markets are pricing a world that may no longer exist
Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower…
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Opinion
April 21, 2026
Some software stocks find upside in AI
There was a time when software companies could rely on growth rates and compelling narratives about…
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April 20, 2026
AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research
If history is any guide, the artificial intelligence boom will not be those who build the technology…
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Opinion
April 20, 2026
Chart of the week: J-curve or U-turn
For over ten years, I’ve been writing articles for investors, economists, and anyone with even the…
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Asset Allocation
April 17, 2026
Investors return to beaten-down software stocks
Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Expert Panel
April 17, 2026
Morningstar: Barings versus Blackrock in Global Emerging Markets Bond
In the first quarter of 2026, hard-currency emerging-markets sovereign debt held up modestly better…
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Asset Managers
April 16, 2026
Selling America is misreading of bigger picture, US managers say
A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the…
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Most read
Expert Panel
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
Read more
Investing
‘AI adoption of gives boost to quant investing’
Read more
Opinion
Chart of the week: why the bull market isn’t over
Read more
Investing
Eastern Europe outpaces the West, but investors remain absent
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Asset Managers
Quintet: In times of uncertainty, client contact becomes a competitive edge
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Fund analysis
Opinions
More opinions
Opinion
April 27, 2026
Chart of the week: why the bull market isn’t over
With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
Read more
Opinion
April 24, 2026
ECB policymakers might need to talk less often
European dependence on fossil fuels poses a risk to price stability. That is according to Frank…
Read more
Opinion
April 21, 2026
Some software stocks find upside in AI
There was a time when software companies could rely on growth rates and compelling narratives about…
Read more
Partner Content
Our partners
Baillie Gifford
April 16, 2026
The active edge: the case for growth in uncertain times
In uncertain times, markets tend to become shortsighted. Investors place less weight on future…
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Banque de Luxembourg Investments
April 15, 2026
Improving Corporate Governance in Asia: A Structural Investment Opportunity
Asia is undergoing a profound transformation in the way corporations are governed. Historically...
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Van Lanschot Kempen Investment Management
April 13, 2026
Value investing is growing up
For much of the past decade, value strategies have been widely dismissed. Ultra-low interest rates...
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Banque de Luxembourg Investments
April 13, 2026
The Great Monetary Illusion: Why equity markets soar in a fragile world
Many investors today look at global equity indices and wonder how markets have risen so sharply over...
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Market Research
All Market Research
2026-04-30
Allianz Global Investors
China’s Growth Engine Still Runs on Exports and Investment
2026-04-30
BlackRock/iShares
Persistent Inflation Leaves Central Banks Trapped
2026-04-30
Van Lanschot Kempen
Farmland’s Inflation Hedge Is Uneven—but Real
2026-04-30
Legal & General Investment Management
Adapting to Uncertainty: L&G Stays Pro-Risk but More Selective
2026-04-29
Schroders
The $1 Trillion Hunt for UK Biotech
2026-04-29
Nuveen
High Yield Bonds: The Quiet Winner in a Noisy Market
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Baillie Gifford
Banque de Luxembourg Investments
Invesco
Janus Henderson
OBAM Investment Management
RBC BlueBay Asset Management
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Van Lanschot Kempen Investment Management