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Market research
Bitcoin vs Gold: Relative Value Says Crypto Is Cheap
Opinion
Some software stocks find upside in AI
AI’s next winners probably won’t be tech-companies, says Van...
Partner content
ETF Snapshot: A record month to kick off the new year
Expert Panel
Yesterday
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
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Opinion
Yesterday
ECB policymakers might need to talk less often
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Investing
April 23, 2026
‘AI adoption of gives boost to quant investing’
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Most recent
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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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Transfers
April 16, 2026
Transfers: Schroders, LHoFT, Feri, Goldman Sachs
This week’s update of people transfers in wealth and asset management in Luxembourg and beyond.
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April 15, 2026
Galactic American IPOs set to test passive investors as index rules shift
A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US…
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Technology
April 14, 2026
‘Euro stablecoin stands or falls with support from major banks’
A dozen major European banks have joined forces to offer a euro stablecoin to clients by the end of…
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Opinion
April 14, 2026
Beijing’s handshake
While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
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Most read
Transfers
Transfers: Jewell named CIO fundamental equities at Blackrock
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AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research
Read more
Investing
Markets are pricing a world that may no longer exist
Read more
Laws and Regulations
Glass Lewis navigates US backlash with global push
Read more
Expert Panel
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
Read more
Fund analysis
Opinions
More opinions
Opinion
Yesterday
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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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
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…
Read more
Partner Content
Our partners
Banque de Luxembourg Investments
April 23, 2026
Quality Runs Deeper - First Principles, Broader Horizons
The tectonic plates of investment are shifting. Geopolitics, the normalisation of rates, the advent...
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Rothschild & Co Asset Management
April 21, 2026
Fixed Income Quarterly Strategy
In an environment shaped by an energy shock and a reassessment of monetary policy expectations...
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Van Lanschot Kempen Investment Management
April 20, 2026
Sustainability in action: Journalistic ethics as a financial risk factor
Transparency regarding editorial decisions can have a direct impact on our financial assessment of a...
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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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Market Research
All Market Research
2026-04-25
WisdomTree
Bitcoin vs Gold: Relative Value Says Crypto Is Cheap
2026-04-24
BlackRock/iShares
AI’s Spending Cycle Is Accelerating
2026-04-24
ING Bank
Rates Spark: Oil Is Rising, and Markets Cannot Ignore It Forever
2026-04-23
Robeco
Central Banks Face a Crude Disruption
2026-04-23
Northern Trust
Inflation Is the Real U.S. War Risk
2026-04-21
Morgan Stanley
Shock, Then Repricing
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Baillie Gifford
Banque de Luxembourg Investments
Invesco
Janus Henderson
OBAM Investment Management
RBC BlueBay Asset Management
Rothschild & Co Asset Management
Van Lanschot Kempen Investment Management