Investing

Stephen Miran (left) was sworn in as Fed governor in September last year. Photo: Federal Reserve.
Investing
April 1, 2026

Iran conflict hits Miran’s housing assumption

The conflict between the US and Iran is hitting the core of the Federal Reserve’s rate strategy. The…
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ELTIFs. Photo: IO.
Asset Allocation
March 27, 2026

Eltif growth meets market reality

An Irish long-term investment fund has suspended redemptions after investor withdrawals exceeded its…
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Photo: Vera Kratochvil.
Asset Allocation
March 26, 2026

Investors underestimate risk capacity Yale finds

For decades, investors have been told to balance risk with a simple formula: the 60/40 split between…
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Medicin - foto by Anna Shvets - Pexels
Investing
March 26, 2026

‘Health care can regain its role as a safe haven’

The health care sector continues to lag behind the broader equity market, but according to sector…
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Sjors van der Zee
Investing
March 25, 2026

Neobrokers and neobanks are putting pressure on wealth management margins

Neobrokers and digital banks are advancing into wealth management and are putting further pressure…
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Goud, foto door MUILLU via Unsplash
Investing
March 24, 2026

Gold price tumbles as investors ‘lock in’ gains and safe-haven role shifts

The gold price fell sharply on Monday morning, dropping nearly 10 percent in a short period and…
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Jenny Zeng. Photo: Allianz GI.
Asset Allocation
March 24, 2026

RMB bonds emerge as hedge in oil shock

RMB bonds may offer an unexpected shelter in a prolonged oil shock, as global fixed income markets…
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Rotterdam is Europe’s largest bunkering port and ranks among the top three bunkering hubs globally. Each year, around 10 million tons of fuel are supplied. Photo: Port of Rotterdam.
Asset Allocation
March 20, 2026

Shipping slows as fuel costs surge, credit strain spreads

Global shipping is slowing as surging fuel costs and mounting risks in the Persian Gulf begin to…
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Scope Research
Asset Allocation
March 19, 2026

Middle East: Banks not overexposed, but their borrowers might be

European banks have little direct exposure to the Middle East, says European credit rating agency…
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Credit: Shaah Shahidh / Unsplash
Asset Allocation
March 15, 2026

Oil shock puts central banks ahead of difficult rate decisions

The war between the United States, Israel and Iran is casting a shadow over a crucial week for…
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Guy Wagner
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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Jerry Grbic. Photo: ABBL.
Transfers

Transfers:  AM, Aztec, LGT, Standard Life, Irivest, Safra Sarasin, HSBC, Capital Group, JP Morgan, Schroders, Generali, T. Rowe Price

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Trump
Asset Allocation

Democratic wave checks Trump, but inflation risks remain

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Donald Trump, Mark Zuckerberg, CEO Dario Amodei (Anthropic). Credit: AP Photo/Alex Brandon
Investing

Anthropic’s rising stock price could keep it out of the S&P500

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