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Investing
Asset Allocation
April 29, 2026
Each week Hormuz stays shut costs Europe 0.1% of GDP
Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Investing
April 23, 2026
‘AI adoption of gives boost to quant investing’
Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly…
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Investing
April 22, 2026
AI dampens inflation, markets underestimate impact on rates
AI is quietly reshaping the cost base of the US economy by replacing labour and making processes…
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Investing
April 21, 2026
Markets are pricing a world that may no longer exist
Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower…
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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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Investing
April 9, 2026
Eastern Europe outpaces the West, but investors remain absent
Eastern Europe has been growing faster than the West for years. Western European companies are…
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Investing
April 9, 2026
Platforms are shifting power dynamics in European fund distribution
The way capital flows is changing. Alongside banks and traditional networks, digital platforms are…
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Asset Allocation
April 8, 2026
Private equity shifts pressure to retail investors
Private equity’s model is coming under strain as exits slow, capital remains tied up, and investors…
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Investing
April 7, 2026
Adding private markets can increase overlap in risk exposure
Investors seeking to diversify their portfolios and reduce dependence on traditional equity indices…
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Asset Allocation
April 2, 2026
Asset owners push asset managers back into net zero alliance
Asset owners representing 3.7 trillion dollars in capital sent a clear message to their asset…
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Most recent
Opinion
Chart of the week: the Great Rebalancing: slowly but surely
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Family Offices
Oaklins buys Andreas Capital to move into family wealth
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Expert Panel
Morningstar: Nordea Asset Management vs Fidelity International
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Opinion
The ECB continues to act irresponsibly
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Supervision
Fault lines visible as EU gears up for market supervision push
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