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Market research
Korea: When Inflation Returns Through the Currency Channel
Opinion
The new equity analyst is called Claude. But he can’t do eve...
Asset Allocation
Oil shock puts central banks ahead of difficult rate decisio...
Partner content
Emerging markets: from imitators to innovators
Asset Allocation
today
RMB bonds emerge as hedge in oil shock
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Opinion
today
Wars drive innovation
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Private Banks
Yesterday
Evergreen is no El Dorado, says Indosuez’s Dauman
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Most recent
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Asset Allocation
March 20, 2026
Shipping slows as fuel costs surge, credit strain spreads
Global shipping is slowing as surging fuel costs and mounting risks in the Persian Gulf begin to…
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Expert Panel
March 20, 2026
Morningstar: Blackrock versus MFS Meridian in global small- and mid-cap equity
A strong start to the year for smallcaps does not guarantee outperformance in 2026.
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Asset Allocation
March 19, 2026
European banks aren’t overexposed to the Middle East, but their borrowers might be
European banks have little direct exposure to the Middle East, says European credit rating agency…
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Transfers
March 19, 2026
Transfers: Langham Hall, Aviva, DZ Privatbank, Trustmoore, Edmond de Rothschild, Pia Group
This week’s European transfers section includes updates from Langham Hall, Aviva, DZ Privatbank…
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Expert Panel
March 18, 2026
Loyens & Loeff: clarified treatment of Target Funds under Eltif 2.0
Sebastiaan Hooghiemstra and Gabriël Storm at Loyens & Loeff examine the latest EU-level guidance on…
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Opinion
March 17, 2026
The rise of sales-as-a-service
Financial services firms increasingly test new markets through sales-as-a-service models, relying on…
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Opinion
March 17, 2026
Playing with the optimal investment mix
An unprecedented wealth transfer is underway. Over the next two decades, an estimated 124,000…
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Asset Managers
March 16, 2026
Shake-out in active management not over says M&G
The shake-out in active asset management is far from finished, even as some firms regain momentum in…
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Opinion
March 16, 2026
Chart of the week: the hidden cost of Trump’s war
The price of a barrel of crude oil surged past the $100 mark as the situation in the Middle East…
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Asset Allocation
March 15, 2026
Oil shock puts central banks ahead of difficult rate decisions
The war between the United States, Israel and Iran is casting a shadow over a crucial week for…
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Expert Panel
March 13, 2026
Morningstar: HSBC vs Schroders in Asian bond funds
The Asian bond market continues to deepen, supported by local and international interest.
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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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Most read
Expert Panel
Loyens & Loeff: clarified treatment of Target Funds under Eltif 2.0
Read more
Opinion
Chart of the week: the hidden cost of Trump’s war
Read more
Asset Allocation
European banks aren’t overexposed to the Middle East, but their borrowers might be
Read more
Asset Managers
‘The people who created the Sicar were like startup entrepreneurs’
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Transfers
Transfers: Langham Hall, Aviva, DZ Privatbank, Trustmoore, Edmond de Rothschild, Pia Group
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Fund analysis
Opinions
More opinions
Opinion
today
Wars drive innovation
Necessity breaks laws, but it also breaks existing patterns, paradigms, and drives innovation…
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Opinion
Yesterday
The carbon premium that never existed
Imagine this: you predict stock returns for January 2026 using company data from all of 2026. Data…
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Opinion
March 17, 2026
The rise of sales-as-a-service
Financial services firms increasingly test new markets through sales-as-a-service models, relying on…
Read more
Partner Content
Our partners
Baillie Gifford
March 11, 2026
Beyond the AI hype: three strategies for smarter Investing
In 2008, Facebook astonished observers when it took just four and a half years to reach 100 million…
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RBC BlueBay Asset Management
March 10, 2026
Emerging market debt: many sides to the story
The global economic landscape is presenting a constructive yet complex outlook for the asset class.
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Invesco
March 5, 2026
What’s driving the gold price? … and other important questions
Gold recently hit record highs before pulling back. Supportive conditions persist but volatility may...
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OBAM Investment Management
March 3, 2026
OBAM: AI winners and losers: where lies the real opportunity?
At first glance, 2026 looks promising for investors. Stock markets worldwide are up slightly. But if…
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Market Research
All Market Research
2026-03-24
ING Bank
Korea: When Inflation Returns Through the Currency Channel
2026-03-24
Schroders
Energy Cycle Reawakens as Supply Constraints Meet Rising Demand
2026-03-24
Nuveen
Higher for Longer: Rates Hold as Market Dispersion Widens
2026-03-24
WisdomTree
Crypto Allocation Shifts From Access to Architecture
2026-03-23
Neuberger Berman
Allocating Risk in a World That No Longer Moves Together
2026-03-23
WisdomTree
AI Security: The Next Attack Surface, Not Just the Next Theme
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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