Investing

Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their last meeting with Warren Buffett last weekend.

Investing is a game of mistakes; the one who makes the fewest mistakes wins. In that sense, investing has more in common with soccer than one might initially think. And that’s exactly what made Johan Cruyff so uniquely suited to share his genius—with insights both on and off the field—with investors.

European investors face steep losses as a falling dollar and surging euro squeeze returns on unhedged US assets, raising new questions about strategic currency exposure.

Investors are pulling out of U.S. equity ETFs en masse, while European trackers are experiencing a record inflow.

Billions are evaporating from the US markets. The world’s largest asset managers are divided in their commentary, but it’s clear they are concerned. Larry Fink said he is “terrified” in the short term.

Major geopolitical events can depress global stock prices by around one percent per month. In emerging markets, the impact can be as much as 2.5 percent. That’s according to the International Monetary Fund, which warns that geopolitics has started to exert greater influence on stock markets over the past few years.

Institutional investors remain cautious about integrating AI technology into the workplace. They’re exploring the possibilities step by step, looking to add a digital “sparring partner” to their investment teams.

Luxembourg-based asset manager Shelter Investment Management (Shelter IM) is celebrating its tenth anniversary. At the helm are two Belgians: Chairman of the Board Benedict Peeters and CEO Tim Vanvaerenbergh.

High US import tariffs are meant to help reduce the budget deficits of the United States. “Whoever the next two or three presidents may be, they will face exactly the same problem: the country must find a way to reduce its deficits. Because they are unsustainable.”

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing greater investment discipline. However, an increasing oil supply is dampening short-term expectations.