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Thomas Laureys
Laws and Regulations
today
Glass Lewis navigates US backlash with global push
Proxy advisers are facing mounting political pressure in the US, even as demand for their services…
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Investing
today
AI dampens inflation, markets underestimate impact on rates
AI is quietly reshaping the cost base of the US economy by replacing labour and making processes…
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Investing
Yesterday
Markets are pricing a world that may no longer exist
Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower…
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Opinion
Yesterday
Some software stocks find upside in AI
There was a time when software companies could rely on growth rates and compelling narratives about…
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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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