News

Jamie Dimon's ‘cockroach’ comment still resonates in private credit markets. Photo: Erik Karits via Pexels.
Asset Allocation
October 28, 2025

Private-credit LPs told to worry about returns, not cockroaches

The problem with private credit is not that it might blow up the financial system. It’s that it…
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Jeroen Blokland
Opinion
October 27, 2025

Chart of the week: 海 市 蜃 楼

The title of this column is the Chinese word for “mirage” or “illusion.” Hot air, in other words…
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wind-energy-7394705.jpg
Expert Panel
October 24, 2025

Morningstar: Candriam versus Robeco in global high yield bonds

During the third quarter of 2025, investors who assumed moderate credit and duration risk were…
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Wouter Weijand
Opinion
October 24, 2025

Vive la France!

Last week, the French government survived two motions of no confidence, mainly by promising not to…
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Waterzuiveringsinstallatie
Investing
October 23, 2025

Why water investments are struggling

Disrupted supply chains, volatile market conditions, and lagging investments have made investing in…
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Pentagon. Afbeelding via U.S. Department of War
Investing
October 22, 2025

Investing alongside the Pentagon: lucrative but ‘not exactly cheerful’

Since President Trump began his second term, the US government has increasingly taken stakes in…
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Oversight wave - Anastasia Shuraeva - Pexels
Asset Allocation
October 22, 2025

Last wave of traditional managers embraces the active ETF model

As active ETFs grow beyond niche status, some of the last traditionally active managers, including…
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Karel Nierop, head of products and solutions at Triodos IM. Photo: Triodos.
Asset Allocation
October 21, 2025

‘Nature-based solutions are where renewable energy was 15 years ago’

Triodos Investment Management is betting that nature-based solutions, still a niche segment, will…
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Vlaggen Europese landen
Institutional
October 20, 2025

Hardly any insurers still invested in government bonds

Driven by steadily declining yields and increasingly strict capital requirements, Dutch, Belgian…
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Jeroen Blokland
Opinion
October 20, 2025

Chart of the week: the balance dance

The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s…
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Most recent

Fed Chairman Jerome Powell during a press conference following the presidential victory of Trump. Photo by Aaron Schwartz via Sipa USA
Investing

This is what’s in store for Jerome Powell

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Pascal Rapallino with Julien Magitteri and Charles Brunswick. Photo: Côme Maison Financière.
Transfers

Transfers: Côme Maison Financière, Alumia, Candriam

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Credit cards. Image by Nick Youngson/Pix4free.
Asset Allocation

Trump’s credit card rate cap would hurt consumers and banks alike

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Randy Pattiselanno
Opinion

SFDR 2.0 lacks ‘shades of green’

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Gertjan Verdickt
Opinion

Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’

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