CFA

Mumbai
Expert Panel
today

Morningstar: HSBC vs Schroders in Asian bond funds

The Asian bond market continues to deepen, supported by local and international interest.
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Max Severijns
Opinion
today

The new equity analyst is called Claude. But he can’t do everything

Write a prompt asking Claude to act like an investor who wants to know everything about a company…
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Partners Group new North American headquarters, after the office opened in 2019
Asset Allocation
Yesterday

CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop

Listed private markets managers are under pressure in recent weeks as investors question the…
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Arnaud de Dumast. Photo: Cardif Lux Vie.
Transfers
Yesterday

Transfers: Cardif Lux Vie, JP Morgan, Nuveen, Blackstone

This week’s overview of people transfers from across Europe.
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A refinery in the port of Antwerp. Photo: TotalEnergies.
Investing
March 11, 2026

Ten indicators that show where energy markets crack

Oil prices can swing by tens of dollars within hours, as happened this week amid the war surrounding…
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AssetCare - Archie Bumbieris
Expert Panel
March 11, 2026

AssetCare: the right (AI) tool for the right job

Finance is full of repetitive work, often done manually. Reconciliation, reporting, and various…
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Euro and dollar
Laws and Regulations
March 10, 2026

How Europe wants to protect itself from dollarization

With euro stablecoins and a digital euro, Europe wants to counter the looming dollarization of the…
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Han Dieperink
Opinion
March 10, 2026

The price of war

Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
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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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