It was March 2015 when Otmar Issing, an early board member of the ECB and the bank’s former chief economist, poured me a cup of coffee. Like two war veterans, we sat on the 60th floor of the Messeturm in Frankfurt, gazing out at the smoke plumes marring …

European banks are scaling back commercial real estate lending on the back of tighter capital requirements under the ‘Basel III’ rules. The retreat has opened the door for private credit funds to move deeper into property finance. “Today even the largest …

During the first quarter of 2025, the European Central Bank and the Bank of England cut rates as inflation fell, and markets reacted positively to an announced 1 trillion euro package for defense and infrastructure spending in Germany. Shorter-duration …

Art insurance is gaining traction in Belgium and Luxembourg as discretionary collectors increasingly prioritise professional protection, clear provenance and fiscal transparency. That trend is evident in conversations with Laurent Verheyen, chief …

Major geopolitical events can depress global stock prices by around one percent per month. In emerging markets, the impact can be as much as 2.5 percent. That’s according to the International Monetary Fund, which warns that geopolitics has started to …

Even after a turbulent few weeks in bond markets, Lynda Schweitzer remains committed to a duration-based strategy in fixed income. Speaking to Investment Officer in a follow-up interview a month after a Natixis Investment Managers media event in Paris, …

As we approach the milestone of President Donald Trump’s first one hundred days back in the White House, it is time to assess the impact his administration has had on both policy and markets. His January promise to deliver “the most extraordinary first …

Institutional investors remain cautious about integrating AI technology into the workplace. They're exploring the possibilities step by step, looking to add a digital “sparring partner” to their investment teams. Every technological revolution comes with …

Emerging markets struggled in the first quarter, but Neuberger Berman and Pimco’s global emerging market bond strategies still shine. One with conviction, and the other with diversification. In the first quarter of 2025, unfavorable tariffs toward …

Whether you walk away believing that President Trump will make the world “fairer,” dream of Trumpian tax cuts and deregulation, or recoil at his trade wars and extreme unpredictability, the harsh reality is that all of it inevitably comes with more …

Invisible smoke plumes for the ECB

Private credit rises as banks retreat from real estate lending

Morningstar: Candriam versus AXA in global high yield bonds

Art insurance rises on radar of wealth advisors

IMF: geopolitical events can depress stock prices by 1 percent

Loomis Sayles’ Lynda Schweitzer still backs duration

The first 100 days

Investors are gaining a digital teammate with AI

Morningstar: Neuberger Berman vs Pimco in emerging market debt

Chart of the week: roulette policy