Charles Gave

Comeback of Europe. Image: Defigners
Investing
December 17, 2025

Europe thé comeback category for 2026, according to asset managers

Around one-third of asset managers active in Europe expect a comeback for European equities in 2026…
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Skyline banks Frankfurt. Photo by Matthias Münning on Unsplash
Asset Allocation
December 17, 2025

Europe’s banks have very little room to absorb shocks

Europe’s banks are heading into 2026 with solid balance sheets, but with less room for error. After…
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Benoit Peloille - Natixis
Investing
December 16, 2025

Natixis Wealth Management remains cautious in 2026 as pillars come under pressure

Amid rising volatility, questions surrounding US interest rates, and uncertainty about the…
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Pexels - Gundula Vogel
Investing
December 16, 2025

‘Coffee prices are excessively high’

Volatile prices make the coffee market an attractive arena for trading. However, downside risks…
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Wegblijven bij (staats)obligaties
Investing
December 15, 2025

Inflation and tight spreads: bonds discouraged for 2026

Stay away next year from “long” government bonds and from corporate bonds, both high yield and…
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Jeroen Blokland
Opinion
December 15, 2025

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
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Alessia Berardi. Photo: Amundi.
Investing
December 12, 2025

India gains recognition as diversification anchor

India is drawing fresh interest from global investors as domestic demand, rapid digitalization and a…
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Pexels-dmitry-daltonik
Expert Panel
December 12, 2025

Morningstar: AllianceBernstein vs Pimco in high-yield bonds

Prudent risk management is vital in high-yield-bond investing. As this week’s Morningstar fund…
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Samantha Ricciardi. Photo: Santander AM.
Transfers
December 11, 2025

Transfers: Fidelity, La Française, Partners Group, Palana, Schuman, URW, Robeco

This week’s roundup of people transfers and appointments.
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Frankfurt, photo by Matthias Münning on Unsplash
Investing
December 10, 2025

Bankhaus Metzler expects 10 percent profit for German equities in 2026

Bankhaus Metzler is preparing for another year of strong performance in German equities. The nearly…
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Stocks. Image: Defigners
Investing
December 10, 2025

Investors favor EM equities over those from the US in 2026

A majority of large asset managers are most optimistic about equities for 2026, particularly those…
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AlphaTrade Zone via Pexels
Asset Managers
December 10, 2025

Mandates lose ground to funds

Assets managed through discretionary mandates have expanded more slowly in Europa over the past ten…
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Closed door, photo by Sheldon Kennedy on Unsplash
Asset Allocation
December 9, 2025

Private credit’s real risk rests with the managers

In private credit, institutional investors face their biggest risk not in the asset class itself…
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Photo: ESMA.
Supervision
December 9, 2025

Simplification push by ESMA risks raising costs before relief

The European Union’s push to simplify financial reporting faces a complex reality, with industry…
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