The world faces mounting challenges in 2025, according to the World Economic Forum's Global Risks Report 2025. From escalating geopolitical tensions and climate crises to the rise of disinformation, the report paints a stark picture of the far-reaching …

Several chief investment officers from Dutch private banks have raised concerns about the "great danger" of consensus forecasts on US equities for 2025. This shared apprehension has prompted ING and Van Lanschot Kempen to re-evaluate their weighting …

Paris-based BPCE and Milan-headquartered Generali are joining forces in a 1,900 billion euro asset management venture, set to dominate Europe’s market by revenue. The new Amsterdam-based entity will rival industry heavyweight Amundi, signalling a …

Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. With a reported stack of 100 executive orders at his disposal, Trump plans to bypass political gridlock to push through his key …

The first day of Donald Trump’s second term is behind us, and this presidency promises to be a far cry from his first. Back in 2017, Trump was the surprise winner, and both he and the Republican Party were caught unprepared for the challenges of …

The “rigid” European business community will have to learn to embrace change to remain internationally competitive. Investment opportunities abound on the old continent, but investors must look beyond its tarnished image. To compete with China and the …

Yes, they’re back again. With rising interest rates firmly on investors’ minds worldwide, the doom-mongers are crawling out from under their rocks to once again predict the bursting of the ‘extremely expensive’ tech bubble. But I have my doubts. Before I …

With a loss of approximately 1 percent in euros during the fourth quarter, emerging markets ended 2024 on a slightly negative note. Although the year delivered a return of 14 percent, the emerging markets index lagged behind the global index, which …

The “outrageous” prediction by Saxo Bank of a major climate disaster impacting the insurance industry in 2025 became a reality last week. The effects of California's wildfires are being felt within the insurance sector. However, the predicted crisis has …

After a decade in the shadows, global macro hedge funds are reclaiming the spotlight. As market volatility resurges, professional money managers are eyeing global macro as a cornerstone of their hedge fund strategies. Macro strategies have historically …

World teeters on brink of geopolitical and environmental crises, warns WEF

The great danger in consensus forecasts; CIOs address 2025

Europe’s largest asset manager emerges from BPCE, Generali deal

Trump’s opening moves set tone for US inflation

Trump’s second term

Time for a new shirt for Europe

Chart of the week: doom-mongers debunked!

Morningstar: Capital Group vs Fidelity in emerging market equities

The market maintains confidence in US insurers despite wildfires

Investors say they want global macro strategies amid uncertainty