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Deep Value Still Cheap
Investing
‘AI adoption of gives boost to quant investing’
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Glass Lewis navigates US backlash with global push
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Quarterly Strategy R-co Valor & R-co Valor Balanced
Asset Managers
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Capiva Plus fund admits governance failures, seeks reset
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Asset Managers
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Dimon: bond markets face forced adjustment as fiscal risks compound
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Transfers
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Transfers: Perwyn, Lalux, Alumia, Universal-Invest, Clifford Chance
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Asset Allocation
Yesterday
Each week Hormuz stays shut costs Europe 0.1% of GDP
Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Asset Managers
April 28, 2026
Blackrock sees no shift in sustainability approach
From the 17th floor of the Rembrandt Tower in Amsterdam, Blackrock has a clear view of a market…
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Asset Managers
April 27, 2026
Quintet: In times of uncertainty, client contact becomes a competitive edge
In times of uncertainty, it is even more crucial to invest in the human connection that is at the…
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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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Expert Panel
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
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Asset Managers
Capiva Plus fund admits governance failures, seeks reset
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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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Opinion
Chart of the week: why the bull market isn’t over
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Fund analysis
Opinions
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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…
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
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
2026-05-01
GMO
Deep Value Still Cheap
2026-05-01
Morgan Stanley
Energy Shock Meets AI Rotation
2026-05-01
Amundi Asset Managers
Europe’s Pension Shift: From Fiscal Burden to Capital Market Engine
2026-05-01
Amundi Asset Managers
Europe’s Pension Shift: From Fiscal Burden to Capital Market Engine
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
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