Morningstar: Blackrock versus JP Morgan in EUR Moderate Allocation – global
Active asset allocation is a double-edged sword. Executed well, tactical shifts can generate alpha and differentiate from the benchmark. The trade-off is greater complexity, with more moving parts and higher demands on skill and discipline. Investors should also assess the costs of tactical allocation.
Speed, shocks, and strategy: rethinking investment resilience
Interview with Andrea Bertocchini, Sales Director Benelux & Nordics, La Française
Chart of the week: why the bull market isn’t over
With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators suggest that the bull market is far from over.
Morningstar: Loomis Sayles vs Nordea in European high-yield bond
Geopolitical conflict and renewed inflationary concerns sapped the wind from high-yield sails.
ECB policymakers might need to talk less often
European dependence on fossil fuels poses a risk to price stability. That is according to Frank Elderson, the Dutch member of the Executive Board of the European Central Bank (ECB). Energy shocks, which seem to occur with increasing frequency, are making it ever more difficult for the ECB to keep inflation at 2 percent per year.
Quality Runs Deeper - First Principles, Broader Horizons
The tectonic plates of investment are shifting. Geopolitics, the normalisation of rates, the advent of AI are permanently redrawing the competitive landscape.
‘AI adoption of gives boost to quant investing’
Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly large language models such as ChatGPT. Partly for this reason, these strategies can now more easily find their way into the wealth segment, observed Adam Riley of Blackrock: “When people use the technology themselves, they better understand its power.”
Quarterly Strategy R-co Valor & R-co Valor Balanced
The first quarter of 2026 was marked by a sudden shift in market sentiment. After a start to the year favouring risky assets, March saw the markets shift towards a new environment.
Glass Lewis navigates US backlash with global push
Proxy advisers are facing mounting political pressure in the US, even as demand for their services grows elsewhere. For Glass Lewis, one of the two dominant global proxy advisory firms alongside ISS, that divergence is reshaping both its strategy and its product offering.
AI dampens inflation, markets underestimate impact on rates
AI is quietly reshaping the cost base of the US economy by replacing labour and making processes more efficient. In services in particular, this is reducing unit labour costs and easing inflationary pressures. The bond market, however, has yet to fully recognise the policy room this creates for the Federal Reserve.