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Investing
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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Investing
February 26, 2026
To navigate private assets, wealthy families are investing together
As real estate returns to favor as an asset class, sourcing investment opportunities is not…
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Asset Allocation
February 26, 2026
Software selloff drives repricing in Europe’s loan markets
Artificial intelligence has unsettled software stocks for months. Now it is testing European credit…
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Investing
February 24, 2026
Clarity around ‘Sanaenomics’ makes Japan investable again
Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more…
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Investing
February 23, 2026
Fed is not keen on cutting rates, feeding speculation of a rate hike
The Federal Reserve has little appetite to cut interest rates in the near term. Minutes of the…
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Investing
February 20, 2026
Why the ‘free’ ETF will not reach Europe
The European ETF market grew in January by a record 46.9 billion euro. In the shadow of that growth…
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Investing
February 19, 2026
Investment Centre at ING not concerned about political tensions in France
Political nervousness is rising over the potential victory of the far right in the French…
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Investing
February 17, 2026
The growing gap between earnings calls and stock prices in private credit
The already downward-trending stock prices of major US private credit firms took another hit this…
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Asset Allocation
February 17, 2026
‘High-quality corporate bonds are expensive, but still attractive’
Rising budget deficits have caused government bonds to lose much of their appeal as a safe haven for…
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Investing
February 12, 2026
Convergence in European government bonds seen near its limits
Spreads on European government bonds are at their lowest level since 2008. The periphery is…
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Most recent
Opinion
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