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Investing
Investing
May 19, 2026
Fixed income investors: uncertainty spreads to the longer term
Fixed income investors are bracing for higher inflation. Yields on long-dated government bonds are…
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Investing
May 19, 2026
Institutional investors further tighten approach to private investments
Institutional investors are not questioning their exposure to private markets, but the way they…
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Asset Allocation
May 13, 2026
Van Eck warns on opaque SpaceX trading
The rush among private clients to buy into SpaceX, OpenAI, and Anthropic before they reach public…
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Investing
May 12, 2026
‘Investors underestimate the impact of the energy crisis’
The energy crisis and looming jet fuel shortage are a disaster for aviation, but could also hit…
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Asset Allocation
May 7, 2026
60/40 portfolio under pressure again, ‘but still too early to bury it’
Just like a few years ago, asset managers are once again questioning the traditional 60/40 mix…
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Investing
May 7, 2026
Volatile asset classes strengthen ‘war portfolio’
Geopolitical unrest is forcing investors to reassess their portfolios. As bonds lose their strength…
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Investing
May 6, 2026
Buffett steps back as Omaha gathers without him on stage
A group of Belgian investors returned to Omaha, Nebraska, this weekend for Berkshire Hathaway’s…
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Asset Allocation
May 5, 2026
Private equity’s pay machine becomes a governance test
The fees private equity managers earn on successful deals are no longer just a matter of…
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Investing
April 30, 2026
Inflation fears pull European yields further apart
The Iran war has broken the trend toward greater convergence between yields on European government…
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Asset Allocation
April 29, 2026
Each week Hormuz stays shut costs Europe 0.1% of GDP
Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Most recent
Opinion
Chart of the week: the Great Rebalancing: slowly but surely
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Family Offices
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Expert Panel
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Supervision
Fault lines visible as EU gears up for market supervision push
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Investing
‘Reluctantly, we are adding to chip stocks’
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