Saxo-stratege: ook in fragmenterende wereld beleg je best regionaal gespreid
In de nieuwe multipolaire wereldorde is globalisering verleden tijd, maar toch raadt Charu Chanana, chief investment strategist bij Saxo, beleggers aan om ook in andere continenten te investeren. Ze kwam onlangs overgevlogen vanuit Singapore voor een Europese tournee bij beleggers.
Global economy appears to be gaining momentum
After a year marked by stable and moderate global growth despite rising tariffs, the global economy now appears to be gaining momentum, note Guy Wagner and his team in their latest monthly market report "Highlights".
Morningstar: MFS vs T. Rowe Price in USD moderate allocation
Multi-asset benchmarks assume costless and frictionless implementation, setting a high bar for allocation funds to outperform after fees. Even so, these “one-stop-shop” solutions remain appealing for many investors.
Five-year plan guides renewed China allocation
Chinese equities have outperformed Wall Street for two consecutive years, yet the label ‘uninvestable’ continues to stick, analysts say. China bulls have not abandoned the market, but they remain divided over whether state-owned enterprises should be kept or avoided.
Inflatiezorgen ongefilterd
Met een nieuwe Fed-voorzitter in aantocht, mits goedgekeurd door de Amerikaanse Senaat, leek het mij een goed moment om nog eens naar ‘de’ inflatie te kijken. En dan vooral naar inflatieverwachtingen, omdat die in hoge mate het gedrag van consumenten, maar ook van beleggers, bepalen. Wat ik zie, stemt bepaald niet gerust.
La Française: February 2026 Outlook
Written by Fraçois Rimeu, Senior Strategist, Crédit Mutuel Asset Management.
Amundi’s ETF machine keeps humming, but active pays the bills
Amundi’s full-year results underscore how Europe’s largest asset manager has become a formidable ETF machine. Yet behind the record passive inflows, profits still rely heavily on traditional active management and a deliberate push into higher-margin activities.
L&G looks for growth in public-private funds
Asset manager L&G is planning to set up hybrid “crossover” funds alongside its extensive passive business. These funds will contain both public and private investments. With this in mind, the British asset manager is working with specialists such as Blackstone.
Trump’s ‘OK’ with a weaker dollar, European investors less so
An uptick of volatility in the dollar is forcing European investors to confront an awkward choice. With hedging already expensive, some are paying up to protect against further weakness. Others are opting to take the risk, arguing the bulk of the adjustment may already be behind them.
The Fed after Powell: Warsh and the productivity revolution
Jerome Powell is stepping down as chair of the Federal Reserve. Kevin Warsh will succeed him. For investors, the big question is whether US central bank policy will really change. The short answer: yes, possibly. And the reason is AI.