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Market research
Shock, Then Repricing
Opinion
Chart of the week: J-curve or U-turn
Asset Managers
Selling America is misreading of bigger picture, US managers...
Partner content
Emerging markets: from imitators to innovators
Diederik Timmer, president Europe for Glass Lewis.
Laws and Regulations
today

Glass Lewis navigates US backlash with global push

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Foto: derschoeneali via Pixabay
Investing
today

AI dampens inflation, markets underestimate impact on rates

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Jeannette von Wolfersdorff.
Investing
Yesterday

Markets are pricing a world that may no longer exist

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Most recent
More news

Han Dieperink
Opinion
Yesterday

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
Kevin Khang, senior global economist at Vanguard
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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Jeroen Blokland
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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Software PC - Lukas Blazek - Pexels
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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Cairo
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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Credit: William Hadley / Unsplash
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…
Read more
Guillaume Lendormy. Photo: Schroders.
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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SpaceX CEO Elon Musk views the wreckage of his Starship SN8 in 2020. Photo: Steve Jurvetson via Wikimedia.
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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Dominostenen
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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Han Dieperink
Opinion
April 14, 2026

Beijing’s handshake

While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
Read more
M. Pieterse-Bloem - photo by Melanie Lemahieu
Private Banks
April 13, 2026

Investors are getting used to war. That worries Pieterse-Bloem.

The conflict in the Middle East hit financial markets less hard than expected. Rabobank strategist…
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Thomas Heinzl. Photo: Quintet.
Private Banks
April 13, 2026

Heinzl takes helm at Quintet as cost pressure defines next phase

The new chief executive of Europe’s quietly ambitious private bank starts work this week. His…
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Seoul - Pexels - Jakob Jin
Expert Panel
April 10, 2026

Morningstar: Invesco vs First Sentier in global emerging markets equity

Emerging markets started the year strongly, but geopolitical tensions stemming from the US/Israel…
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Most read

Helen Jewell. Photo: Blackrock.
Transfers

Transfers: Jewell named CIO fundamental equities at Blackrock

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Credit: PiggyBank / Unsplash
Investing

Platforms are shifting power dynamics in European fund distribution

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Jeannette von Wolfersdorff.
Investing

Markets are pricing a world that may no longer exist

Read more
Lucas Crasborn
Asset Allocation

Private equity shifts pressure to retail investors

Read more
Guillaume Lendormy. Photo: Schroders.
Transfers

Transfers: Schroders, LHoFT, Feri, Goldman Sachs

Read more

Fund analysis

© 2026 - This financial reporting platform is provided by FinFiles
Data provided by Morningstar

Opinions
More opinions

Han Dieperink
Opinion
Yesterday

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
Jeroen Blokland
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
Han Dieperink
Opinion
April 14, 2026

Beijing’s handshake

While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
Read more

Partner Content
Our partners

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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Van Lanschot Kempen Investment Management
April 7, 2026

The shift in how the world sees farmland

In the past Farmland struggled to sit comfortably with traditional asset classes. This short piece...
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Market Research
All Market Research

2026-04-21
Morgan Stanley
Shock, Then Repricing
2026-04-21
NatWest Group
Britain Was Recovering—Then the War Hit
2026-04-21
Nuveen
Stocks Ignore the War, EM Debt Offers Value
2026-04-20
Allianz Global Investors
Chips Down, Convictions Up: AllianzGI Doubles Down on AI Infrastructure
2026-04-20
Blue Bay Asset Management
Japan’s Re-Awakening: Strong Fundamentals, Light Positioning
2026-04-20
Amundi Asset Managers
AI Boom or Bubble? The Bigger Risk Is Concentration, Not Collapse

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Baillie Gifford

Baillie Gifford

Banque de Luxembourg Investments

Banque de Luxembourg Investments

Invesco

Invesco

Janus Henderson

Janus Henderson

OBAM Investment Management

OBAM Investment Management

RBC BlueBay Asset Management

RBC BlueBay Asset Management

Rothschild & Co  Asset Management

Rothschild & Co Asset Management

Van Lanschot Kempen Investment Management

Van Lanschot Kempen Investment Management

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