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Sebastiaan Hooghiemstra
April 20, 2026
AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research
If history is any guide, the artificial intelligence boom will not be those who build the technology…
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Opinion
April 20, 2026
Chart of the week: J-curve or U-turn
For over ten years, I’ve been writing articles for investors, economists, and anyone with even the…
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Asset Allocation
April 17, 2026
Investors return to beaten-down software stocks
Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Expert Panel
April 17, 2026
Morningstar: Barings versus Blackrock in Global Emerging Markets Bond
In the first quarter of 2026, hard-currency emerging-markets sovereign debt held up modestly better…
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Asset Managers
April 16, 2026
Selling America is misreading of bigger picture, US managers say
A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the…
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Transfers
April 16, 2026
Transfers: Schroders, LHoFT, Feri, Goldman Sachs
This week’s update of people transfers in wealth and asset management in Luxembourg and beyond.
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April 15, 2026
Galactic American IPOs set to test passive investors as index rules shift
A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US…
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Technology
April 14, 2026
‘Euro stablecoin stands or falls with support from major banks’
A dozen major European banks have joined forces to offer a euro stablecoin to clients by the end of…
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Opinion
April 14, 2026
Beijing’s handshake
While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
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Private Banks
April 13, 2026
Investors are getting used to war. That worries Pieterse-Bloem.
The conflict in the Middle East hit financial markets less hard than expected. Rabobank strategist…
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Private Banks
April 13, 2026
Heinzl takes helm at Quintet as cost pressure defines next phase
The new chief executive of Europe’s quietly ambitious private bank starts work this week. His…
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Expert Panel
April 10, 2026
Morningstar: Invesco vs First Sentier in global emerging markets equity
Emerging markets started the year strongly, but geopolitical tensions stemming from the US/Israel…
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Investing
April 9, 2026
Eastern Europe outpaces the West, but investors remain absent
Eastern Europe has been growing faster than the West for years. Western European companies are…
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Investing
April 9, 2026
Platforms are shifting power dynamics in European fund distribution
The way capital flows is changing. Alongside banks and traditional networks, digital platforms are…
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