Investing

Credit: İsmail Enes Ayhan / Unsplash
Investing
June 25, 2026

‘Reluctantly, we are adding to chip stocks’

The artificial intelligence boom continues to power semiconductor stocks, even as investors grow…
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Guy Stear, head of developed markets strategy at the Amundi Investment Institute. Photo: Amundi.
Investing
June 25, 2026

New AI phase may favor Europe, says Amundi

Europe’s long-discounted equity market may gain a new growth argument as artificial intelligence…
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Cooling pipes at Google's data centre in Oregon. Photo: Google.
Asset Allocation
June 24, 2026

AI bonds risk amplifying equity exposure, Doubleline warns

Institutional investors risk concentrating rather than diversifying their portfolios by adding…
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Allianz Global Investors headquarters in Frankfurt. Photo: IO.
Asset Managers
June 23, 2026

AllianzGI to combat ‘AI socialism’ with active ETFs

Allianz Global Investors is also set to enter the active ETF market. The asset management arm of the…
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Matt Harvey
Investing
June 19, 2026

‘I've seen private credit rise. I won't see it fall.’

The first cracks are beginning to appear in the private credit story. Yet according to Matt Harvey…
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Claude Marx, Ma Chao and Tom Théobald - Nexus conference
Investing
June 18, 2026

Luxembourg aims to close the gap between AI innovation and adoption

While AI is evolving rapidly, its adoption across traditional financial and corporate infrastructure…
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Philippe Aghion - Amundi
Investing
June 17, 2026

Aghion says Europe must stop fighting yesterday’s battles

Europe risks focusing on the wrong problems in its race to remain competitive, Nobel Prize-winning…
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Former Federal Reserve Governor James Bullard (left) in discussion with former ECB President Jean-Claude Trichet - Amundi
Investing
June 16, 2026

Trichet warns against abandoning 2 percent inflation anchor

For more than a decade, the dollar, euro, yen and sterling have shared a common definition of price…
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Jerome Marie - Oddo BHF
Investing
June 15, 2026

Secondaries gain ground as an exit route for private equity

The private equity sector has been grappling with a persistent liquidity problem for several years…
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Fabriek SpaceX
Investing
June 11, 2026

The great SpaceX valuation divide probably won’t be settled soon

How much should one pay for revenue that may not materialize for years? That’s the dilemma for…
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Jeroen Blokland
Opinion

Chart of the week: the Great Rebalancing: slowly but surely

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Oaklins Netherlands is buying Luxembourg-based family office Andreas Capital.
Family Offices

Oaklins buys Andreas Capital to expand in family wealth

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Expert Panel

Morningstar: Nordea Asset Management vs Fidelity International

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Europese vlag in Straatsburg. Photo: Philippe Buissin, EU.
Supervision

Fault lines visible as EU gears up for market supervision push

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Credit: İsmail Enes Ayhan / Unsplash
Investing

‘Reluctantly, we are adding to chip stocks’

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