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Market research
Balance Returns to the Center in 2026
Opinion
Democrats are set to win but the timing is awful
Investing
Geopolitics emerges as a structural market risk in 2026
Sponsored
Circular agriculture: an investment in our future
Image: Defigners
Investing
December 24, 2025

IO asset manager survey: structural risks are rising, but risk appetite holds up

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Euro notes in a suitcase. Photo: Istock.
Supervision
December 23, 2025

Enforcement and transparency weigh on Europe’s AML scores

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Max Severijns
Opinion
December 22, 2025

Democrats are set to win but the timing is awful

Read more

Most recent
More news

A group of people sitting next to each other in a swimming pool
Investing
December 22, 2025

Private market firms sallivate over Americans’ retirement cash

The private markets model is edging into the US retail retirement system, where policymakers are…
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Jeroen Blokland
Opinion
December 22, 2025

Chart of the week: few US jobs, how so?

There was eager anticipation for a new US labor market report. And not only because the flow of…
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Foto by Belle Co - Pexels
Expert Panel
December 19, 2025

Morningstar: Comgest vs JPMorgan in Japan largecap growth equity

Morningstar has refined its Japanese equity framework as persistent style dispersion forces…
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Gertjan Verdickt
Opinion
December 19, 2025

Fed and politics

In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
Read more
Biggest geopolitical risk. Image: Defigners
Investing
December 18, 2025

Geopolitics emerges as a structural market risk in 2026

Geopolitical risk once entered markets through sudden shocks. Going into 2026, leading investment…
Read more
Thomas Heinzl. Photo: Quintet.
Transfers
December 18, 2025

Transfers: Chris Allen to step down as CEO at Quintet Private Bank

Luxembourg-headquartered and Qatar-owned Quintet Private Bank has announced a major leadership…
Read more
Comeback of Europe. Image: Defigners
Investing
December 17, 2025

Europe thé comeback category for 2026, according to asset managers

Around one-third of asset managers active in Europe expect a comeback for European equities in 2026…
Read more
Skyline banks Frankfurt. Photo by Matthias Münning on Unsplash
Asset Allocation
December 17, 2025

Europe’s banks have very little room to absorb shocks

Europe’s banks are heading into 2026 with solid balance sheets, but with less room for error. After…
Read more
Benoit Peloille - Natixis
Investing
December 16, 2025

Natixis Wealth Management remains cautious in 2026 as pillars come under pressure

Amid rising volatility, questions surrounding US interest rates, and uncertainty about the…
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Pexels - Gundula Vogel
Investing
December 16, 2025

‘Coffee prices are excessively high’

Volatile prices make the coffee market an attractive arena for trading. However, downside risks…
Read more
Wegblijven bij (staats)obligaties
Investing
December 15, 2025

Inflation and tight spreads: bonds discouraged for 2026

Stay away next year from “long” government bonds and from corporate bonds, both high yield and…
Read more
Jeroen Blokland
Opinion
December 15, 2025

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
Read more
Alessia Berardi. Photo: Amundi.
Investing
December 12, 2025

India gains recognition as diversification anchor

India is drawing fresh interest from global investors as domestic demand, rapid digitalization and a…
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Most read

Max Severijns
Opinion

Democrats are set to win but the timing is awful

Read more
Thomas Heinzl. Photo: Quintet.
Transfers

Transfers: Chris Allen to step down as CEO at Quintet Private Bank

Read more
Biggest geopolitical risk. Image: Defigners
Investing

Geopolitics emerges as a structural market risk in 2026

Read more
Wegblijven bij (staats)obligaties
Investing

Inflation and tight spreads: bonds discouraged for 2026

Read more
Pexels - Gundula Vogel
Investing

‘Coffee prices are excessively high’

Read more

Fund analysis

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Data provided by Morningstar

Opinions
More opinions

Max Severijns
Opinion
December 22, 2025

Democrats are set to win but the timing is awful

The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
Read more
Jeroen Blokland
Opinion
December 22, 2025

Chart of the week: few US jobs, how so?

There was eager anticipation for a new US labor market report. And not only because the flow of…
Read more
Gertjan Verdickt
Opinion
December 19, 2025

Fed and politics

In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
Read more

Partner news
Our partners

Banque de Luxembourg Investments
December 11, 2025

Your Investment Soundtrack: The Companies Behind BL Equities Japan

When it comes to investing, there’s never a shortage of noise—constant market updates, countless...
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Banque de Luxembourg Investments
December 11, 2025

Dividends, a compass to navigate through uncertain times

For centuries, dividends were the measure of a stock's success. Yet the past four decades saw...
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Janus Henderson
December 10, 2025

Janus Henderson: Market GPS Investment Outlook 2026

Market GPS investment outlook 2026 provides expert views to help navigate the year ahead. Explore...
Read more
Van Lanschot Kempen Investment Management
December 8, 2025

Building nature-positive portfolios

Alternative assets offer valuable qualities for creating nature-positive, well-diversified...
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Market Research
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2025-12-24
Amundi Asset Managers
Balance Returns to the Center in 2026
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Dividend Growth Offers Ballast as the Cycle Softens
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Owning the Pipes Becomes the Edge in the Digital Economy
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Robeco
A Synchronized Late-Cycle Upswing Faces Tight Policy Boundaries
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Janus Henderson
Japan’s Digital Catch-Up Creates a Multi-Year Investment Runway
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Capital Group
Balance Returns to the Center in 2026

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Baillie Gifford

Baillie Gifford

Banque de Luxembourg Investments

Banque de Luxembourg Investments

Invesco

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Janus Henderson

Janus Henderson

RBC BlueBay Asset Management

RBC BlueBay Asset Management

Rothschild & Co  Asset Management

Rothschild & Co Asset Management

Triodos Investment Management

Triodos Investment Management

Van Lanschot Kempen Investment Management

Van Lanschot Kempen Investment Management

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