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Dorothée Ciolino
Asset Managers
today
Quintet: In times of uncertainty, client contact becomes a competitive edge
In times of uncertainty, it is even more crucial to invest in the human connection that is at the…
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Opinion
today
Chart of the week: why the bull market isn’t over
With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
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Expert Panel
April 24, 2026
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
Geopolitical conflict and renewed inflationary concerns sapped the wind from high-yield sails.
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Opinion
April 24, 2026
ECB policymakers might need to talk less often
European dependence on fossil fuels poses a risk to price stability. That is according to Frank…
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Investing
April 23, 2026
‘AI adoption of gives boost to quant investing’
Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly…
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Laws and Regulations
April 22, 2026
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
April 22, 2026
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
April 21, 2026
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
April 21, 2026
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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