Investing

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Investing
September 28, 2026

Percentage of women among active fund managers declines

The share of women among active fund managers worldwide has declined over the past twelve months…
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The Towa Maru, a Japanese-owned VLCC, is currently sailing past the west coast of Africa. Photo: NYK.
Investing
September 22, 2026

JP Morgan drops oil base case as diesel risk grows

JP Morgan no longer has a clear base case for oil prices. For energy analyst Cyril Widdershoven…
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Dollars - Cottonbro - Pexels
Investing
September 21, 2026

Wall Street’s earnings boom is less solid than it looks, says valuation expert

US corporate earnings are booming, but investment gains are making the surge look much stronger than…
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UK Taxi - Tony Zohari - Pexels
Investing
September 18, 2026

‘UK equities are a hedge against a big tech correction’

The UK equity market remains relatively cheap and has defensive qualities. Its sector composition…
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The US Capitol in Washington, home to the Senate and House of Representatives. All 435 House seats and 35 Senate seats are up for election in this year’s midterms. Photo: Rawpixel.
Investing
September 15, 2026

US Midterms promise little for stocks or bonds

The US midterms are struggling to command investors’ attention. Earnings, AI and the Fed matter more…
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Europe is losing ground in some industries but still controls crucial technology that China cannot easily replace. Photo: ASML.
Investing
September 10, 2026

Second China shock tests European portfolios

China is no longer merely undercutting European manufacturers. It is replacing them in products…
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Source: Unsplash
Investing
September 9, 2026

Concentrated stock portfolios are riskier than you think

Investors who sharply limit the number of stocks in their portfolio are introducing a lot of extra…
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Photo: Bundesbank.
Investing
September 9, 2026

ECB hike settled as December divides forecasts

A quarter-point increase in eurozone interest rates looks settled. The signal that follows may…
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Image: Getty Images/Unsplash.
Investing
September 8, 2026

When high yields become the problem

Government bond yields worldwide risk turning from a warning sign of weak public finances into one…
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Cyprus
Investing
September 4, 2026

‘The biggest risk for investors isn’t El Niño, but growing scarcity across the board’

Rather than viewing the predicted ‘Super El Niño’ as an investment opportunity, investors see the…
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A Project Rainier data center in Indiana. Amazon is investing 11 billion dollars in this AI project with Anthropic and has raised 72 billion dollars from bond investors. Photo: Amazon.
Investing
September 3, 2026

AI debt boom erodes bonds’ role as a diversifier

By financing the hyperscalers’ artificial-intelligence buildout, bond investors are taking on more…
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moon base - simulation NASA
Investing
September 2, 2026

Space mining is not imminent, but it is no longer science fiction

Will space become the next major investment theme after artificial intelligence? The lunar base Elon…
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Fed-chair Kevin Warsh in Jackson Hole on Friday. Photo: Kansas City Fed.
Investing
August 31, 2026

Warsh speech splits Fed watchers

Kevin Warsh sounded hawkish at Jackson Hole on Friday and markets raised the odds of a September…
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South Korean memory chip maker SK Hynix saw its shares surge 275 percent last year. Photo: SK Hynix.
Investing
August 27, 2026

Broad re-rating of South Korean stocks

Chipmakers are propelling South Korean stocks to new heights, but other sectors are joining the…
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