Asset Allocation

Trump’s tariff push revives an old trade theory — and investors should pay attention to what Samuelson really meant.

Luxembourg may be leading the charge in Eltif launches under the revised framework, but elsewhere in the Benelux they are proving a tougher nut to crack.

The European Long-Term Investment Fund (Eltif) regime is entering a new phase, driven by a surge in local fund launches and rising domestic demand across Europe.

Can the U.S. dollar maintain its status as a global reserve currency? And what happens when that status starts to waver?

Wall Street wobbles, nerves fray—European investors stay cool, filter the noise, and focus on long-term stability amid market turbulence.

The German Bund yield continues to rise as Berlin struggles with Friedrich Merz’s planned budget deal. Investors are closely following the impasse between the CDU/CSU and the Greens.

Emerging markets may finally be ready to retake the spotlight as investors are taking a fresh look at opportunities beyond Wall Street.

It was the day Wall Street lost patience with President Donald Trump. Monday’s selloff was swift, messy, and impossible to recover, as investors recoiled from a tech slump, tariff-inspired fears, and fresh jitters over the economy.

When Friedrich Merz echoed Mario Draghi’s ‘whatever it takes’, he signalled a historic shift: economist Michael Hüther explains Germany’s big bold bet on infrastructure and defence.

World financial markets remained in a radical readjustment phase on Thursday as the implications of Germany’s fiscal shift continued to reverberate across global debt markets.