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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
Laws and Regulations
today
Glass Lewis navigates US backlash with global push
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Investing
today
AI dampens inflation, markets underestimate impact on rates
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Investing
Yesterday
Markets are pricing a world that may no longer exist
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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…
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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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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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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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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
Transfers
Transfers: Jewell named CIO fundamental equities at Blackrock
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Investing
Platforms are shifting power dynamics in European fund distribution
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Investing
Markets are pricing a world that may no longer exist
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Asset Allocation
Private equity shifts pressure to retail investors
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Transfers
Transfers: Schroders, LHoFT, Feri, Goldman Sachs
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Fund analysis
Opinions
More opinions
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
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
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
Banque de Luxembourg Investments
Invesco
Janus Henderson
OBAM Investment Management
RBC BlueBay Asset Management
Rothschild & Co Asset Management
Van Lanschot Kempen Investment Management