Global economy appears to be gaining momentum
After a year marked by stable and moderate global growth despite rising tariffs, the global economy now appears to be gaining momentum, note Guy Wagner and his team in their latest monthly market report "Highlights".
Morningstar: MFS vs T. Rowe Price in USD moderate allocation
Multi-asset benchmarks assume costless and frictionless implementation, setting a high bar for allocation funds to outperform after fees. Even so, these “one-stop-shop” solutions remain appealing for many investors.
Inflatiezorgen ongefilterd
Met een nieuwe Fed-voorzitter in aantocht, mits goedgekeurd door de Amerikaanse Senaat, leek het mij een goed moment om nog eens naar ‘de’ inflatie te kijken. En dan vooral naar inflatieverwachtingen, omdat die in hoge mate het gedrag van consumenten, maar ook van beleggers, bepalen. Wat ik zie, stemt bepaald niet gerust.
L&G looks for growth in public-private funds
Asset manager L&G is planning to set up hybrid “crossover” funds alongside its extensive passive business. These funds will contain both public and private investments. With this in mind, the British asset manager is working with specialists such as Blackstone.
The Fed after Powell: Warsh and the productivity revolution
Jerome Powell is stepping down as chair of the Federal Reserve. Kevin Warsh will succeed him. For investors, the big question is whether US central bank policy will really change. The short answer: yes, possibly. And the reason is AI.
Inside our engine room: critical criteria for impact manager selection
When building portfolios to generate measurable positive change alongside expected returns, choosing the right fund manager is everything
Chart of the week: choosing between two evils has never been easier
Almost daily, I find myself amazed at how people simply refuse to see certain things. On the street, in politics, but also in the financial markets.
Why the gold price could rise further in 2026
Strong demand for gold from central banks and the relatively small position held by private investors in the precious metal will push the gold price higher in 2026, Carmignac expects. Even so, the asset manager has slightly reduced its allocation to gold.
Morningstar: AXA versus Jupiter in global high yield bond
Corporate bonds, particularly high yield bonds, had a strong 2025 but portfolio managers remain cautious going into 2026.
Prediction markets prove accurate enough to help investors, German study finds
Academic researchers in Europe and the United States are finding that prices on Polymarket, a fast-growing online prediction market, can track real-world outcomes with surprising accuracy. The findings suggest such platforms could become a useful tool for professional investors.