Asset Allocation

Bhavneet Ahluwalia, investment specialist at M&G. Photo: M&G.
Asset Allocation
October 17, 2025

Investors are rediscovering Europe’s value, says M&G

Bhavneet Ahluwalia, investment specialist at M&G, says value investing in Europe is reasserting…
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A row of cooling towers at Google's data center near Mons, Belgium. Photo: Wikimapia CC.
Asset Allocation
October 14, 2025

Energy efficiency is the new driver in big tech

Artificial intelligence has unleashed an energy race across big tech, one investors can no longer…
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Sunset in Paris. Photo: CC0 via pxhere.
Asset Allocation
October 6, 2025

French political turmoil underlines ‘desynchronized growth’ in Europe

French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned…
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The private debt discussion at this week's ALFI conference in Luxembourg.
Asset Allocation
October 2, 2025

Private debt momentum keeps up, but challenges lurk

Luxembourg’s private debt market has been flourishing. But products that can pose systemic risks…
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Panel debate at ALFI's private markets conference on Tuesday. Photo: ALFI.
Asset Allocation
October 1, 2025

ALFI’s pep rally shows private markets’ promise, and their limits

At ALFI’s private assets conference in Kirchberg, policymakers and asset managers championed private…
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Fed governor Stephen Miran. Foto: Linkedin.
Asset Allocation
September 30, 2025

Trump’s new Fed governor openly defies Fed consensus

Open defiance from Stephen Miran underscores political tensions at the Fed, though markets still…
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Photo: Pexels/Pixabay.
Asset Allocation
September 29, 2025

ESG is losing its shine but gaining weight

Once seen as compliance or ideology, ESG is becoming part of ordinary risk management. Interviews…
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Sam Zief, JP Morgan Private Bank.
Asset Allocation
September 24, 2025

Weak dollar brings classic FX hedging back into play

With the euro expected to strengthen further, portfolio strategies are increasingly being shaped by…
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The Assemblée nationale in Paris, the French parliament. Photo: Jarosław Baranowski/Wikimedia.
Asset Allocation
September 10, 2025

Markets tolerate French paralysis as long as yields stay high

France’s government is adrift after Bayrou’s resignation, yet its bonds still draw buyers. Investors…
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Het bankendistrict van Frankfurt. Foto: IO.
Asset Allocation
August 14, 2025

Analysts see even more upside in European banks

Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth…
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