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Market research
Energy Shock Tests Global Resilience as Middle East Conflict...
Supervision
Washington is rewinding the clock on investor protection
Investing
The Blue Owl saga has become a real-time test of semi-liquid...
Partner content
Europe is structurally falling behind in the global economy
Euro and dollar
Laws and Regulations
today

How Europe wants to protect itself from dollarization

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Han Dieperink
Opinion
today

The price of war

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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
Yesterday

Oil surge raises spectre of 1970s stagflation

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

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
Yesterday

Noise in the factors

I recently came across an interesting study about the Fama-French factors, those widely used risk…
Read more
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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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…
Read more
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…
Read more
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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Most read

Cathrine Foldberg Møller. Photo: DLA Piper.
Transfers

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

Read more
Euro and dollar
Laws and Regulations

How Europe wants to protect itself from dollarization

Read more
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

Read more
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

© 2026 - This financial reporting platform is provided by FinFiles
Data provided by Morningstar

Opinions
More opinions

Han Dieperink
Opinion
today

The price of war

Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
Read more
Gertjan Verdickt
Opinion
Yesterday

Noise in the factors

I recently came across an interesting study about the Fama-French factors, those widely used risk…
Read more
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…
Read more

Partner Content
Our partners

RBC BlueBay Asset Management
today

Emerging market debt: many sides to the story

The global economic landscape is presenting a constructive yet complex outlook for the asset class.
Read more
Invesco
March 5, 2026

What’s driving the gold price? … and other important questions

Gold recently hit record highs before pulling back. Supportive conditions persist but volatility may...
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OBAM Investment Management
March 3, 2026

OBAM: AI winners and losers: where lies the real opportunity?

At first glance, 2026 looks promising for investors. Stock markets worldwide are up slightly. But if…
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RBC BlueBay Asset Management
March 2, 2026

‘Ghost GDP’ masks lurking AI risk for labor market and inflation

Does AI-driven 'Ghost GDP' mean growth is failing to translate into consumer spending?
Read more

Market Research
All Market Research

2026-03-10
Northern Trust
Energy Shock Tests Global Resilience as Middle East Conflict Escalates
2026-03-10
Schroders
AI Is Not the Main Driver of the Global Hiring Slowdown
2026-03-10
NatWest Group
Energy Prices Surge as Geopolitics Complicate the Inflation Outlook
2026-03-10
Nuveen
Real Assets Re-Enter the Spotlight as AI Dominates Equity Narratives
2026-03-09
Amundi Asset Managers
Japan’s Structural Reset Could Unlock Long-Term Equity Upside
2026-03-09
GMO
AI Investing: Distinguishing Durable Winners from the Hype

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Baillie Gifford

Baillie Gifford

Banque de Luxembourg Investments

Banque de Luxembourg Investments

Invesco

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Janus Henderson

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OBAM Investment Management

OBAM Investment Management

RBC BlueBay Asset Management

RBC BlueBay Asset Management

Rothschild & Co  Asset Management

Rothschild & Co Asset Management

Van Lanschot Kempen Investment Management

Van Lanschot Kempen Investment Management

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