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Investing
Asset Allocation
November 4, 2026
Democratic wave checks Trump, but inflation risks remain
The Democratic “Blunami” narrows Trump’s room to maneuver. Asset owners see grounds for relief and…
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Investing
November 3, 2026
Anthropic’s rising stock price could keep it out of the S&P500
A strong stock market debut could make it harder for Anthropic to join the S&P500. Gains in its…
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Investing
October 29, 2026
Democratic landslide could deliver a bond market headache
A decisive Democratic victory in next Tuesday’s US midterm elections could curb President Donald…
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Investing
October 28, 2026
Robeco CIO warns: No historical scenario offers a reliable guide to what lies ahead
Anton Eser, who has been Robeco’s chief investment officer for a year, advocates “a healthy dose of…
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Investing
October 27, 2026
Vanguard’s head of multi-asset: ‘It has been an exceptional year’
European investors are taking less advantage of higher bond yields than their US counterparts. But…
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News
October 23, 2026
French debt fears revive sovereign CDS
As barricades burn in French cities, unease is also spreading across financial markets. The cost of…
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Investing
October 22, 2026
For venture capital funds, family offices offer more than money
Wealthy families’ appetite for venture capital often stems from their close ties to business and a…
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Investing
October 21, 2026
Ucits limit caps TSMC risk, not AI exposure
To offset their underweight positions in Taiwanese chipmaker TSMC, emerging market funds have…
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Investing
October 19, 2026
Structural growth secures permanent place for EMD in portfolios
Emerging market debt denominated in local currencies is rapidly establishing itself as a permanent…
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Investing
October 16, 2026
Blackrock cashes in on stocks as government bonds gain appeal
With the yield on the 10-year US Treasury above 5 percent, Blackrock has taken profits on US…
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Sector
Four decades in financial markets: Guy Wagner looks back
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Expert Panel
Morningstar: two moderate allocation funds by Capital Group
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Transfers
Transfers: AM, Aztec, LGT, Standard Life, Irivest, Safra Sarasin, HSBC, Capital Group, JP Morgan, Schroders, Generali, T. Rowe Price
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Asset Allocation
Democratic wave checks Trump, but inflation risks remain
Read more
Investing
Anthropic’s rising stock price could keep it out of the S&P500
Read more
