id_home_story

PIMCO: Inflation in U.S. has likely peaked

Fri, 26 Jun 2026 12:28:55 +0200

By Tiffany Wilding, Economist, PIMCO

CEIBS Forum: Europe and China must enter 'constructive engagement' on tech

Fri, 26 Jun 2026 10:37:36 +0200

As artificial intelligence reshapes global power dynamics, European and Chinese leaders are warning that the EU and China must move beyond zero-sum competition to harness their complementary strengths in AI governance and industrial application.

Columbia Threadneedle: Fundamenten Europees vastgoedherstel blijven sterk

Fri, 26 Jun 2026 09:17:23 +0200

De vooruitzichten voor Europees vastgoed blijven positief, ondanks de toegenomen macro-economische en geopolitieke onzekerheid.

UBS AM: Stagflation, diversification and USD weakening

Fri, 26 Jun 2026 09:17:22 +0200

UBS Asset Management (UBS AM) released the key findings for its 32^nd Reserve Manager Survey as the bank concluded the annual Reserve Management Seminar (RMS) held in Wolfsberg, Switzerland. This event is one of the industry's longest running and most successful gatherings for sovereign institutions, which was attended by representatives from more than 50 institutions.

Swissquote: Tech selloff deepens

Fri, 26 Jun 2026 09:08:31 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Released yesterday, PCE inflation numbers in the US confirmed the heating price pressures in the country.

Aqua-Spark: Sustainable aquaculture is the next investment frontier

Fri, 26 Jun 2026 06:01:47 +0200

Aquaculture is rapidly transforming: technological development, climate pressure, global diversification, and regulatory change are driving the creation of a scalable and increasingly investable protein system with relevance for institutional portfolios.

By Boris van Troost, ESG & Impact Officer, Aqua-Spark

Federated Hermes: Weekly Markets Wrap Up 25 June 2026

Thu, 25 Jun 2026 12:57:52 +0200

In this week’s markets wrap up, we explore how investors are navigating political change in the UK, where the most attractive risk-adjusted opportunities can be found along the yield curve, and the continued dominance of AI-driven equity markets as technology stocks power global indices higher.

Swissquote: Sugar rush ahead of key inflation data

Thu, 25 Jun 2026 08:57:08 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Yesterday was marked by a pause in the tech sell-off and further rotation toward non-tech European indices. The CAC 40 led gains, the Stoxx 600 posted a modest advance, while the German DAX underperformed due to a nearly 19% plunge in Rheinmetall after reports that the German government changed its plans to buy six large warships — a contract Rheinmetall had been expected to win.

DMFCO AM: Harnessing surplus value is becoming a growth market

Thu, 25 Jun 2026 06:01:40 +0200

^{This interview was originally written in Dutch. This is an English translation}

An increasing number of older homeowners are looking for ways to tap into the equity in their homes. The Dutch market for equity release loans therefore appears to be on the cusp of a period of sustained growth. According to Edo van de Burgwal of DMFCO Asset Management, institutional investors could play a key role.

By our editorial team

State Street: The retail shift reshaping private markets

Wed, 24 Jun 2026 12:45:07 +0200

Private markets are entering a new phase of growth, as strong investor demand and broader access for individual investors reshape how capital is raised, structured and delivered, according to new research from State Street Corporation (NYSE: STT).

Ocorian: Family offices take on more risk as investment in alternatives increases

Wed, 24 Jun 2026 11:54:58 +0200

Family offices are planning to take on more risk over the next 12 months as allocations to alternative asset classes increase, new research from Ocorian shows.

EIB: CESEE banking sector shows strong growth prospects

Wed, 24 Jun 2026 09:08:17 +0200

The banking sector in Central, Eastern and South-Eastern Europe (CESEE) has strong growth potential, according to a new survey by the European Investment Bank (EIB).

Swissquote: Run or done?

Wed, 24 Jun 2026 08:55:38 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The technology stocks, especially those that spiked in a parabolic move, are being battered due to

1) their massive AI spending, increasingly financed by debt, with an unclear path to profitability for some of them, and

2) the prospects of higher interest rates that will increase the cost of debt in the months to come.

Bert Leffers & Hayo Heerink: Cryptocurrencies, the tulip bulb and the story

Wed, 24 Jun 2026 11:49:57 +0200

^{Deze column is oorspronkelijk geschreven in het Nederlands. Dit is een Engelse vertaling.}

Can the tulip mania of the seventeenth century be compared to today’s crypto hype? Or is this one of those moments when financial history, whilst not repeating itself, does rhyme?

By Bert Leffers, independent investment consultant, and Hayo Heerink, former investment strategist at pension funds

bfinance: Investment management fees enter new downward phase

Tue, 23 Jun 2026 14:39:08 +0200

bfinance, the award-winning investment consultant, has published new analysis revealing that investment management costs appear to be entering a new downward phase. A near two-decade decline in public market fees is spreading out to private markets in the 'turbulent twenties', according to the latest instalment of the consultancy's Fee and Cost Insight series.

Global NGOs deliver call to action on food waste for COP31

Tue, 23 Jun 2026 12:21:48 +0200

A consortium of global organizations that are implementing food waste solutions, including the Academy of Global Food Economics and Policy (AGFEP), Ambition Loop, Global FoodBanking Network, ReFED, World Resources Institute, WRAP and WWF are calling on the COP31 presidency and Climate High-level Champion to adopt three key actions that will drive progress toward the global goal to halve global food waste by 2030.

DeVere Group: Will Britain pay the price for Burnham’s war on wealth?

Tue, 23 Jun 2026 12:21:46 +0200

Andy Burnham, the favourite to succeed Keir Starmer as prime minister, has long argued that Britain places too much of the tax burden on work and too little on wealth. This significant shift has 'considerable consequences for households, businesses, investors and the economy,' warns the CEO of one of the world’s largest independent financial advisory organisations.

Aegon AM: Resilience holding firm as markets test the outlook for European ABS

Tue, 23 Jun 2026 11:08:31 +0200

The rebound in risk assets, supported by easing geopolitical tensions and improving inflation dynamics, has helped stabilise sentiment. But the picture beneath the surface remains uneven. Growth is diverging across regions, inflation continues to prove more persistent in some areas than others, and central banks remain cautious in their approach.

Swissquote: Europe catches a bid as tech worries resurface

Tue, 23 Jun 2026 09:03:05 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Oil prices continue to fall on the back of encouraging news regarding the peace deal that the US and Iran are trying to engineer. Encouraging, in the sense that Iran says it has made ‘major progress’ during the negotiations of the past few days.

Han Dieperink: Oil heading for $50

Tue, 23 Jun 2026 08:02:53 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

The price of oil is at its lowest level in three months. Brent crude is just under $80 a barrel and WTI crude is slightly below that. It looks like a breather, but in reality this is part of a long-term trend.

Harry Geels: Government and business are becoming more entangled

Tue, 23 Jun 2026 09:33:11 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

The era of completely free markets is long gone. Over the last two decades, Western governments have built up increasingly significant stakes in companies. This has important implications for investors.

Payden & Rygel: On the word count of the FOMC press release statements

Mon, 22 Jun 2026 08:57:20 +0200

In response to almost every situation, a beloved colleague is fond of saying, 'Less is more'. Newly minted Fed Chair Kevin Warsh seems to have embraced a similar mantra.

John Parkhouse appointed President of Carne Group

Mon, 22 Jun 2026 08:52:19 +0200

John Parkhouse has been appointed President of Carne Group.

Swissquote: An odd peace optimism

Mon, 22 Jun 2026 08:47:18 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The week starts on a surprisingly positive note despite the uncertainty surrounding the US/Iran peace talks, which took several twists over the weekend.

China and Geopolitics Shape the Emerging Markets (Roundtable 'Emerging Market Equities' – Part 3)

Mon, 22 Jun 2026 06:01:50 +0200

^{This reportwas originally written in Dutch. This is an English translation.}

In part 3 of the roundtable report on Emerging Market Equities, the experts discuss the growing geopolitical fragmentation within emerging markets, the role of China, governance and ESG, and why they believe active management remains essential in an increasingly complex EM market.

By Daphne Frik