Beyond the benchmark: why being different pays off
Baillie Gifford’s new chief executive, Tim Campbell, faces a paradox: the company must evolve to remain true to its investment philosophy. New technologies and changing client needs mean standing still isn’t an option. So, the firm’s mission is to be progressive in its methods but conservative in sticking to its purpose.
Amundi launches 100 new ETFs by 2028
Fund house Amundi presented its strategic three-year plan on Tuesday. It includes a new business line focused on active ETFs and white-label ETFs.
Liquiditeitsproblemen
De financiële markten staan onder druk. Niet alleen aandelen, maar ook andere beleggingscategorieën bewegen vooral omlaag. Zijn het unieke factoren, of is er een overkoepelende boosdoener aan te wijzen?
‘It’s too early to withdraw into a bear cave’
Stretched valuations alone are not enough to derail the equity market as long as the economic backdrop remains stable, says Johanna Kyrklund, group CIO at Schroders.
La Française - discover our November 2025 outlook
The growth momentum remains positive, but market jitters are increasing. After more than 30 days of blocking in the US, the absence of statistics begins to manifest. Nevertheless, we maintain a slightly positive outlook.
Art investors puncture own investment case at Deloitte’s New York forum
At the Deloitte Private Art & Finance Conference in New York, art investors did something almost unheard of: they dismantled the investment case for their own asset class.
Webinar: Investment Outlook 2026
Join us on 27 November (1:30 pm CET) for our annual Investment Outlook webinar!
Halfway through the AI bubble
Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who became famous for predicting the 2008 mortgage crisis, placed short positions on Nvidia and Palantir.
‘Cocos have never been safer’
The solid balance sheets and high profitability of banks provide a strong foundation for deeply subordinated bank bonds. They offer high returns at low risk.
As banks retreat, private lenders take the wheel
A good fifteen years after the global financial crisis rewired the world’s credit circuits, a new generation of credit masters now sits in the driver’s seat of corporate finance.