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Investing
Asset Allocation
January 26, 2026
Silver breaks with tradition as structural shortages take hold
The silver price appears to be breaking with its traditional pattern. Where the metal has…
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Asset Allocation
January 22, 2026
To European investors ‘sell America’ is noise
Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in…
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Asset Allocation
January 21, 2026
Trump forces Europe into strategic rethink
Donald Trump’s return to the Davos stage on Wednesday has sharpened investor focus on Europe’s…
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Asset Allocation
January 19, 2026
Trump's return to Davos heralds new age of deglobalization
As global leaders and investors arrive in Davos this week, the central question for markets is no…
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Investing
January 16, 2026
Morningstar: Cullen vs Robeco in Global Emerging Markets Equity
Emerging markets outperformed developed markets in 2025 for the first time since 2017, driven…
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Asset Allocation
January 15, 2026
CIOs caution investors against headline-driven decisions
Anyone following geopolitical tensions, the noise around China and the ongoing turmoil coming out of…
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Investing
January 15, 2026
This is what’s in store for Jerome Powell
With the subpoena of Jerome Powell, political pressure on the Federal Reserve has taken on a legal…
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Asset Allocation
January 14, 2026
Trump’s credit card rate cap would hurt consumers and banks alike
President Donald Trump’s call to cap U.S. credit card interest rates at 10 percent is weighing on…
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Investing
January 13, 2026
Brazil’s equity market still priced for skepticism
Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts…
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Investing
January 12, 2026
EM investors broaden their focus after years focusing on Asia
Where China and India set the pace in emerging markets for many years, investors are increasingly…
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Asset Allocation
Investors underestimate risk capacity Yale finds
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Investing
‘Health care can regain its role as a safe haven’
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Transfers
Transfers: Quintet, BNPP AM, Arendt, CSSF, Aztec, HSBC, Deutsche
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Opinion
From Middle East uncertainty to Singapore and Luxembourg
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Laws and Regulations
Luxembourg slams idea of centralized EU supervision
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