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Energy Shock Tests Global Resilience as Middle East Conflict...
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Washington is rewinding the clock on investor protection
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The Blue Owl saga has become a real-time test of semi-liquid...
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AI euphoria cools, but spending continues to rise

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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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Afbeelding van Claudio Schwarz via Unsplash
Investing
March 4, 2026

Investors reassess strategic asset allocation as negative correlation returns

With the restoration of the negative correlation between equities and bonds, the structure of…
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Swiss banknotes. Photo: Pixabay.
News
March 3, 2026

Negative Swiss rates back in focus as Franc surges

The sharp rise in the Swiss franc following U.S.–Israeli strikes on Iran has brought an issue back…
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Han Dieperink
Opinion
March 3, 2026

Share prices follow earnings, always

Stocks follow earnings per share. Over the long term, the correlation between earnings growth and…
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Credit: Shaah Shahidh / Unsplash
Investing
March 2, 2026

Oil, gas prices take center stage in market reaction to Iran strikes

Oil and gas prices rose sharply on Monday as investors assessed the implications of U.S.-Israeli…
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Iran's Republican Guard during a naval exercise in 2024. Photo: Wikimedia/IIPA.
News
March 2, 2026

Iran’s oil shock puts the Teflon-market thesis to the test

Markets enter the week facing not simply another geopolitical headline, but the prospect of a…
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Gate: Credit: Elaine Alex / Unsplash
Investing
March 2, 2026

The Blue Owl saga has become a real-time test of semi-liquid funds

When a US private credit fund closed its exit window to investors, confidence immediately came under…
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Jeroen Blokland
Opinion
March 2, 2026

Chart of the week: the outlines of a new credit bubble

AI is not a bubble by definition. But the investment wave surrounding it is. The first hairline…
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The demolition of the East Wing in progress last October. Photo: Wikimedia.
Supervision
February 27, 2026

Washington is rewinding the clock on investor protection

Washington is rewinding the clock on investor protection. Under chair Paul Atkins, the U.S…
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Euro and dollar
Laws and Regulations

How Europe wants to protect itself from dollarization

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Cathrine Foldberg Møller. Photo: DLA Piper.
Transfers

Transfers: DLA Piper, RBC Bluebay, HSFK, JP Morgan AM, Anthos, Blackrock

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Juncker with US president Donald Trump at a G7 meeting in 2017. Photo: EU.
News

Juncker warns Europe could lose all seats in the G7

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New York Stock Exchange. Credit: David Vives / Unsplash
Investing

The end of US exceptionalism? Not quite.

Read more
Iran's Republican Guard during a naval exercise in 2024. Photo: Wikimedia/IIPA.
News

Iran’s oil shock puts the Teflon-market thesis to the test

Read more

Fund analysis

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