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Investing
Investing
February 24, 2025
Trump-Trades fade, leaving investors searching for the next big theme
Investors, once emboldened by the so-called ‘Trump trades’ - long U.S. dollar, short U.S. government…
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Investing
February 21, 2025
Poland as a proxy for peace restoration in Ukraine
At the edge of the abyss, the most beautiful flowers bloom. According to Sebastian Kahlfeld, senior…
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Investing
February 20, 2025
Private banks: gold has a place in every portfolio
The gold price has already risen by more than 40 percent in a year. Private banks are not deterred…
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News
February 20, 2025
EFG, Edmond de Rothschild signal accelerating consolidation
Separate moves by Swiss-based EFG and Edmond de Rothschild highlight the intensifying competition…
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Asset Allocation
February 19, 2025
Germany votes: a return to the 1930s or stability of the 1990s?
Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For…
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Investing
February 18, 2025
BLI’s Wagner: Trump’s unpredictability makes market forecasts a gamble
BLI’s cio Guy Wagner unpacks Trump’s unpredictability, US market dominance, and shifting investment…
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Investing
February 18, 2025
US inflation figures pressure private equity stocks – history suggests buying
US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent…
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Investing
February 14, 2025
Masterpieces or market assets? The fine line between art and commerce
With some exceptions, investors have tended to view art as a niche asset class—volatile, illiquid…
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Investing
February 13, 2025
‘Fantastic returns on cat bonds’
The increased likelihood of natural disasters due to climate change does not make investing in…
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Investing
February 12, 2025
Asian disruption outpaces European tradition in the automotive industry
Once the pinnacle of innovation, German car manufacturers now risk being overtaken by Chinese…
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Asset Allocation
Eltif market enters new phase as domestic momentum builds
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Opinion
Chart of the week: stuck in fixed income
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News
Quintet extends profit streak, to announce new Chair soon
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Investing
Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’
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Expert Panel
Morningstar: Robeco vs Van Lanschot Kempen
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