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Opinion
January 14, 2026
SFDR 2.0 lacks ‘shades of green’
The product classification in the revised SFDR does not allow for any ‘shades of green’. That is…
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Opinion
January 13, 2026
Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’
The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome…
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Expert Panel
January 13, 2026
Pan-European ELTIF distribution gains regulatory clarity
Sebastiaan Hooghiemstra and Marco Loria analyse fresh EU guidance on ELTIF passporting, arguing it…
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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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Opinion
January 12, 2026
Chart of the week: better a raging optimist or a permabear than an index hugger
A new year, a new round. Every year at the beginning of January, I once again look with amazement…
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Opinion
January 12, 2026
The illusion of passive investing
Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all…
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Market Reports
January 9, 2026
Value benefits from AI fatigue and rising Taiwan tensions
U.S. large-cap stocks are extending their rally into the new year, but a growing number of asset…
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Expert Panel
January 9, 2026
Morningstar: Robeco versus MFS in global equities
While the average fund in the Global Large-Cap Blend Equity Morningstar category eked out a 5.8…
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Investing
January 8, 2026
Semi-transparent ETFs target free-riding on investment strategies
European asset managers are increasingly looking at semi-transparent ETFs to reduce the risk of…
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Warsh speech splits Fed watchers
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Tensions in Iceland and why they matter to the ECB
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Investing
Broad re-rating of South Korean stocks
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