Geopolitics and AI are testing the cost of capital
Debt is no longer rising quietly in the background of the global economy. For investors, the question is how much additional issuance markets are willing to absorb, and at what price.
2026 Perspective: Global Infrastructure Strategy
Infrastructure markets continue to evolve amid shifting global themes. Jags Walia, Head of Infrastructure, shares our perspective on the dynamics shaping the sector and what we are watching in 2026.
Morningstar: Invesco vs AQR in risk parity funds
Risk parity investors showed renewed optimism in 2025 after several years of underperformance versus the traditional balanced portfolios.
Private banking attracts the most readers in Belgium in 2025
Interest in private banking was high last year among Investment Officer’s Belgian readers. The overview of the ten most read articles of 2025 in Belgium shows that readers were primarily interested in people, organization and the strategic challenges facing the sector.
Market talk: from yen bonds to deep tech – where do preferences lie for 2026?
After a volatile year, the question arises where the best risk-return profile will be found in the coming years. That is why this month’s question to our Market Talk panel, on this occasion with all seven members present, is: what will be your favorite asset class in 2026, and why?
Most read on IO Netherlands in 2025: major private banks, Trump and gold
Eight of the fifteen most read Investment Officer Netherlands articles in 2025 focus on developments at, and the ambitions of, the major Dutch private banks: ABN Amro MeesPierson, Rabobank, Van Lanschot Kempen, ING and InsingerGilissen.
The economy that eats itself
Something strange is going on. The US economy is growing, but no jobs are being added. In fact, unemployment is rising to 4.6 percent. Normally, it works like this: first jobs are created, then wages rise, then spending increases. Now that order has been reversed. People are spending money they have not earned.
From lottery bonds to cryptocurrencies: the rational gamble of the small investor
For the average institutional investor, the appeal of lottery-like stocks—shares with a low price, high potential returns, and extreme volatility—is a mystery. But poorer investors simply reason very differently.
Enforcement and transparency weigh on Europe’s AML scores
De Europese antiwitwaskaders behoren formeel tot de meest uitgebreide ter wereld, maar in de uitvoering blijven er kwetsbaarheden bestaan, zo blijkt uit de Basel AML Index 2025.
IO asset manager survey: structural risks are rising, but risk appetite holds up
For the second time, the editorial team of Investment Officer conducted a year-end survey among large asset managers operating in Europe. The aim was to assess their outlooks for 2026 based on a standardized set of proprietary questions. The common thread is that risks have become structural, without leading to a flight from risk assets.