‘Cocos have never been safer’
The solid balance sheets and high profitability of banks provide a strong foundation for deeply subordinated bank bonds. They offer high returns at low risk.
Halfway through the AI bubble
Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who became famous for predicting the 2008 mortgage crisis, placed short positions on Nvidia and Palantir.
As banks retreat, private lenders take the wheel
A good fifteen years after the global financial crisis rewired the world’s credit circuits, a new generation of credit masters now sits in the driver’s seat of corporate finance.
Portfolio News Euro Credit: Delivering alignment, deepening sustainability
Passive may dominate euro credit allocations, but many investors are now looking for strategies that combine disciplined credit management with meaningful sustainability integration. The Kempen Euro Sustainable Credit Fund reflects that approach.
Blackrock’s latest loss widens rift between private credit yays and nays
New loan failures have reignited debate over the health of private credit. The bankruptcy of Renovo Home Partners last week has drawn warnings about the quality of the underwriting and possible systemic risks. Industry veterans push back, saying media coverage borders on sensationalism.
Morningstar: Colchester Global Investors vs MFS Asset Management
Top rated firms come in all shapes and sizes. Colchester Global Investors and MFS Asset Management have different specialties and histories. Both stand out for their commitment to putting investors’ interests first. This earns them both a Morningstar Parent Pillar rating of High.
Belém’s moment: What the climate conference must deliver
As COP30 convenes in Belém, Brazil, the world faces a pivotal moment for climate action. Building on lessons from last year’s summit, global leaders must turn collective ambition into measurable progress on emissions, adaptation and finance.
ING aims to double its wealth operations
ING wants to double its activities in private banking, wealth management, and investments by offering these services globally. In recent months, the bank introduced private banking in Poland.
The Hidden Risks of Passive Investing
Passive investing is no longer just a strategy - it’s quietly reshaping markets, inflating valuations, and creating systemic risks that most investors don’t see coming.
Blackrock: Germany should put its savings to work through private markets
Germany should move its trillions of euros in savings out of banks and put them to work for its Mittelstand through private markets. That was the message from Philipp Hildebrand, vice chairman of Blackrock’s Global Executive Committee, on Thursday during the presentation of a report on the European private markets sector.