Stephen Evans

Paul Jackson (Invesco), Michael Krautzberger (Allianz GI), Guillermo Felices (PGIM) and Salman Ahmed (Fidelity)..
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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Jeroen Blokland
Opinion
January 19, 2026

The chart that investors would rather not see

In the run-up to the Senate elections later this year, a presidential candidate has been making some…
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South Korean memory chip maker SK Hynix saw its shares surge 275 percent last year. Photo: SK Hynix.
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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Het CIO panel tijdens Investment Officer's New Year's Perspectives 2026. Foto: Sander Nieuwenhuys.
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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Fed Chairman Jerome Powell during a press conference following the presidential victory of Trump. Photo by Aaron Schwartz via Sipa USA
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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Pascal Rapallino with Julien Magitteri and Charles Brunswick. Photo: Côme Maison Financière.
Transfers
January 15, 2026

Transfers: Côme Maison Financière, Alumia, Candriam

This week’s overview of appointments and transfers in Luxembourg and elsewhere in Europe.
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Credit cards. Image by Nick Youngson/Pix4free.
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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Randy Pattiselanno
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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Gertjan Verdickt
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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President Luiz Inácio Lula da Silva. Photo: Ricardo Stuckert/PR
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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Marco Loria and Sebastiaan Hooghiemstra. Photo: Loyens & Loeff Luxembourg.
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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Afbeelding van Lara Jameson via Pexels
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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Jeroen Blokland
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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Gertjan Verdickt
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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