Morningstar: Capital Group versus Dodge & Cox in global flexible bonds
Global flexible bond strategies cover a wide range of different approaches. Investors should tread them with caution.
The global economy ended 2025 without any real surprises
The global economy ended 2025 without any real surprises, continuing to expand at a moderate pace in line with that observed over several quarters, note Guy Wagner and his team in their latest monthly market report "Highlights".
ESG debate at Natixis IM shows drift between Texas and Paris
While ESG may be politically sensitive, Invesco reports that inflows continue to build. Natixis IM’s US Media Summit in New York showed just how sharply opinions on the theme diverge across the Atlantic.
Milleis Banque Privée bets on diversification for 2026
Milleis Banque Privée anticipates a scenario for 2026 similar to 2025: moderate global growth and disinflation. In a still volatile environment, diversification remains the key theme. With this in mind, the bank plans to reduce the share of cash investments in favor of listed and unlisted bonds, and to diversify its equity portfolios.
Investment Outlook 2026: Resilience and Rebalancing
What will 2026 bring for global markets and investor portfolios? Invesco experts see rising markets and new opportunities as market leadership shifts.
Quiet shifts, lasting impact: Opportunities in Japanese small-caps
In Japanese small-caps some changes may not be making headlines, but are reshaping the opportunity set for patient investors.
Private markets shift forces pension funds to scale up
At the World Pensions Conference in London, experts pointed to Australia and Canada as models Europe can no longer ignore when it comes to investing in private markets.
Chart of the week: the unfair fight of stablecoins
The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the term stability assessment, you would expect the focus to be mainly on risks, but even then the ECB’s approach is striking. The unapologetic desire to favor the traditional banking sector is more than telling.
Morningstar: Vanguard vs Dimensional in 60/40 funds
The classic 60/40 investment strategy is still alive and well, though its merits have been a matter of debate in recent years.
ETF Snapshot: Rate cuts and broken records
European ETFs hit record inflows, cash management gains traction, and investors look beyond US mega-cap tech for diversification. Explore the latest trends in our ETF Snapshot.