Investing

BLI’s cio Guy Wagner unpacks Trump’s unpredictability, US market dominance, and shifting investment cycles—how geopolitics and demographics reshape global finance today.

US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent, reinforcing arguments for a more cautious approach to interest rate cuts by the Federal Reserve.

With some exceptions, investors have tended to view art as a niche asset class—volatile, illiquid, and largely the domain of collectors rather than institutional portfolios. But what if the real opportunity lies not only in expensive paintings and sculptures but also in the broader creative economy?

The increased likelihood of natural disasters due to climate change does not make investing in catastrophe bonds (cat bonds) any less attractive. On the contrary, experts say that due to the rising capital needs of reinsurers and higher premiums, returns can actually increase.

Once the pinnacle of innovation, German car manufacturers now risk being overtaken by Chinese automakers, who are adopting the latest technologies at a much faster pace. The willingness to innovate and embrace disruption seems to come more easily in a new market unencumbered by a long-established history.

In an uncertain macroeconomic environment, global asset manager Capital Group is focusing on identifying ‘Global Champions’ across sectors to position client portfolios for long-term success.

With global markets being shaken by Donald Trump, asset managers and strategists are advocating quality stocks and diversified portfolios, with a particular focus on European blue-chip stocks known as ‘Granolas’ to weather potential disruptions.

Virginie Maisonneuve, global CIO equity at Allianz Global Investors explains why ‘Digital Darwinism’—the interplay of technology, tariffs, and trust—is driving supply chain shifts and market realignments.

Despite scepticism, JPMorgan dominates Europe’s active ETF market, proving that alpha is possible—leaving rivals trailing as investors seek outperformance in a booming yet contested space.

A recent analysis of portfolio allocations reveals the stocks most favoured by top-performing equity managers globally.