A combination of increased volatility and ongoing political and economic uncertainty is pushing financial institutions in Europe and Asia toward bonds. Asset allocators at several hundred of these firms expect to significantly increase their allocation to …

This week’s overview of people transfers and appointments includes updates from Mirabaud, Alfi, Carmignac and River Global. BIL’s Serrurier-Hoël appointed CEO of Mirabaud Émilie Serrurier-Hoël has left Banque Internationale à Luxembourg (BIL) and has …

Degroof Petercam, once a pillar of Belgian finance, has now been fully absorbed into the Indosuez group in Luxembourg, marking the end of its independent operations in the Grand Duchy. Indosuez Wealth Management, part of France’s Crédit Agricole group, on …

The development of artificial intelligence (AI) is set to transform many industries. In addition to the software sector, heavy industry and mining may be among the biggest winners, according to experts. Rolando Grandi, CFA, has closely followed …

It’s a question that concerns every asset manager: to what extent are defense and weapons stocks compatible with the sustainable principles of ESG? A joint report by the labeling organizations Forum Ethibel (Belgium) and LuxFLAG (Luxembourg) doesn’t …

Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the bond vigilantes have run wild. But there is also unrest in the Japanese bond market—and perhaps that should worry us even more. In August two thousand …

Washington’s revived protectionism is putting fresh pressure on the Federal Reserve. Investors are once again bracing for trade disruption, rising inflation, and slower U.S. growth. For now, Asia is taking the first hit. Donald Trump on Monday released a …

Artificial intelligence continues to be underestimated—both in terms of its scale and the speed of its adoption. We’ve seen this story before. The personal computer in the 1980s, the internet in the 1990s, and the smartphone from 2007 onward—each time, …

The EU’s plan for a Savings and Investment Union risks falling flat unless it completes the banking union first, warns Amundi’s Mahmood Pradhan. Pradhan, head of global macro at the Amundi Investment Institute and former deputy director for Europe at the …

It’s done. With the deciding vote cast—no less—by Vice President J.D. Vance, the “One Big Beautiful Bill” passed in the US Senate. Yet another piece of evidence that bond investors stubbornly refuse to acknowledge: their asset class is becoming obsolete. …

Asset allocators mainly want to boost bond investments

Transfers: BIL’s Serrurier-Hoël appointed CEO of Mirabaud

Indosuez completes Luxembourg integration of Degroof Petercam

Cyclical sectors benefit most from artificial intelligence

Investing in defense and ESG: three perspectives, no consensus

Jan Longeval: ‘Turbulence in the Japanese bond market’

Trump’s new tariffs shake up inflation outlook and Fed planning

The underestimation of artificial intelligence

Without a real banking union, EU’s investment union is a mirage

Chart of the week: one big beautiful lie