News

A lack of refining capacity in Europe puts oil products like diesel and kerosine under further upward pressure. Photo: Flickr.
Asset Allocation
March 9, 2026

Oil surge raises spectre of 1970s stagflation

Investors are increasingly focused on what the war with Iran could mean for the global economy. The…
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Juncker with US president Donald Trump at a G7 meeting in 2017. Photo: EU.
News
March 9, 2026

Juncker warns Europe could lose all seats in the G7

Former European Commission president Jean-Claude Juncker warned that Europe risks losing its…
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Gertjan Verdickt
Opinion
March 9, 2026

Noise in the factors

I recently came across an interesting study about the Fama-French factors, those widely used risk…
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European flag in Strasbourg. Photo: Philippe Buissin, EU.
Expert Panel
March 6, 2026

Morningstar: Invesco vs Cartesio in EUR cautious allocation

Investors continue to shun EUR cautious allocation funds as fixed income regained popularity.
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New York Stock Exchange. Credit: David Vives / Unsplash
Investing
March 5, 2026

The end of US exceptionalism? Not quite.

For more than a century, it has been “very unwise” for investors to position themselves against the…
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Cathrine Foldberg Møller. Photo: DLA Piper.
Transfers
March 5, 2026

Transfers: DLA Piper, RBC Bluebay, HSFK, JP Morgan AM, Anthos, Blackrock

This week’s people update includes news from law firms DLA Piper and Herbert Smith Freehills Kramer…
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Afbeelding van Claudio Schwarz via Unsplash
Investing
March 4, 2026

Investors reassess strategic asset allocation as negative correlation returns

With the restoration of the negative correlation between equities and bonds, the structure of…
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Swiss banknotes. Photo: Pixabay.
News
March 3, 2026

Negative Swiss rates back in focus as Franc surges

The sharp rise in the Swiss franc following U.S.–Israeli strikes on Iran has brought an issue back…
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Han Dieperink
Opinion
March 3, 2026

Share prices follow earnings, always

Stocks follow earnings per share. Over the long term, the correlation between earnings growth and…
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Credit: Shaah Shahidh / Unsplash
Investing
March 2, 2026

Oil, gas prices take center stage in market reaction to Iran strikes

Oil and gas prices rose sharply on Monday as investors assessed the implications of U.S.-Israeli…
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Seoul - Pexels - Jakob Jin
Expert Panel

Morningstar: Invesco vs First Sentier in global emerging markets equity

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KPMG - Wirtschaftsmotor Mittel- und Osteuropa
Investing

Eastern Europe outpaces the West, but investors remain absent

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Credit: PiggyBank / Unsplash
Investing

Platforms are shifting power dynamics in European fund distribution

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Loïc Choquet. Photo: Apex Group.
Transfers

Transfers: Apex, NBIM, Generali, L&G, HSBC, Amundi, Vistra

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CSSF's headquarters in Luxembourg. Photo: IO.
Supervision

Governance gaps draw CSSF scrutiny

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