Corporate bonds, particularly high yield bonds, had a strong 2025 but portfolio managers remain cautious going into 2026. Global corporate bonds delivered broadly positive returns in the fourth quarter of 2025, supported by improving risk sentiment, …

Academic researchers in Europe and the United States are finding that prices on Polymarket, a fast-growing online prediction market, can track real-world outcomes with surprising accuracy. The findings suggest such platforms could become a useful tool for …

Amundi appointed Alessia Berardi as head of macroeconomics at the Amundi Investment Institute. In this role, she will be responsible for global macroeconomic analysis and retains responsibility for emerging markets strategy. She is also a member of …

The development that some large banks in Europe are closing their doors to open architecture and internalising asset management is good for their margins in the short term but could create a long-term problem. That is what Carmignac UK CEO Maxime …

AXA Investment Managers is shutting down its fund focused on biodiversity due to a lack of investor interest. “We continue to believe in the theme, but from now on within a broader context,” the explanation said. Around January 30, the AXA World Funds …

As a growing part of the financial community questions whether artificial intelligence has created a bubble, Fabiana Fedeli takes a different view. The CIO for Equities, Multi-Asset and Sustainability at M&G Investments argues that AI is not the source of …

Donald Trump likes to present himself as a leader guided by instinct and personal conviction. International treaties, diplomatic traditions, and established norms are, in his view, merely suggestions that he can ignore at will. This attitude lies at the …

The silver price appears to be breaking with its traditional pattern. Where the metal has historically followed gold with a delay, silver is now moving more independently and at a faster pace. According to market participants, the recent rally is less a …

When everyone expects the same thing, it is time to think differently. A good example comes from Value Line, a company that makes stock market forecasts. They predict higher returns when valuations are low. Individual investors do exactly the opposite. …

An insignificant Danish pension fund dumps all its US Treasuries. Financial media eagerly jump on this headline, because that is not something most investors would just expect. About the underlying structural cause, which has little to do with a president …

Morningstar: AXA versus Jupiter in global high yield bond

Prediction markets prove accurate enough to help investors, German study finds

Transfers: Amundi, AEW (Natixis IM), Blackrock

Why independence matters in asset management: Maxime Carmignac on consolidation, open architecture and culture

AXA IM closes biodiversity fund

AI accelerates markets, not volatility

The limits of Trump

Silver breaks with tradition as structural shortages take hold

The expectations paradox

Chart of the week: you wouldn’t expect it, would you