Morningstar: Barings versus Blackrock in Global Emerging Markets Bond
In the first quarter of 2026, hard-currency emerging-markets sovereign debt held up modestly better for European investors than for US investors. Euro-based returns were broadly flat, compared with a decline of around 0.2% for US dollar-based investors.
Investors return to beaten-down software stocks
Software stocks are being repriced as investors reassess how artificial intelligence will reshape the industry. Some fund managers now argue the selloff has gone too far, even as uncertainty around long-term earnings remains unresolved.
Selling America is misreading of bigger picture, US managers say
A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the economic backdrop remains stubbornly solid, the case for US assets is alive and kicking, America’s largest investors say.
J-curve of U-turn
Meer dan tien jaar schrijf ik al stukjes voor beleggers, economen en iedereen die maar enige interesse heeft in de financiële markten. Vooral extreem negatieve verhalen, verhalen over de waan van de dag of verhalen met een overdreven titel doen het goed. Hoewel ik zo nu en dan in categorie één wordt gestopt, ben ik meestal niet zo goed in zulke verhalen. Maar vandaag heb ik een onderwerp dat elke dag bovenaan de hitlijsten staat: Artificial Intelligence.
Galactic American IPOs set to test passive investors as index rules shift
A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US equity markets just as index providers move to fast-track their inclusion. Asset managers expect this combination could inject fresh volatility into passive investment strategies.
Trustmoore acquires Assetcare
Fund administrator Trustmoore has acquired the fundtech platform Assetcare, the company—primarily active in the Netherlands and Luxembourg—announced on Wednesday. Amsterdam-based Assetcare will continue to operate under its own name.
‘Wealth transfer increases risk of outflows for advisors’
Asset managers and financial planners need to focus more explicitly on heirs in the run-up to the “Great Wealth Transfer” in order to limit asset outflows and safeguard their own future. They should, in fact, behave more like a family office.
‘Euro stablecoin stands or falls with support from major banks’
A dozen major European banks have joined forces to offer a euro stablecoin to clients by the end of this year. “We have a better chance of creating a broadly supported stablecoin than fintechs,” said Floris Lugt, CFO of Qivalis, the joint venture that will issue the crypto payment instrument.
Beijing’s handshake
While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations on Iran were taking place, the real news last week unfolded 6,000 kilometers away.
Investors are getting used to war. That worries Pieterse-Bloem.
The conflict in the Middle East hit financial markets less hard than expected. Rabobank strategist Mary Pieterse-Bloem sees in that not just relief, but a risk.