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Europe’s future at stake: snapshots from Financial Investigator's seminar

Fri, 17 Apr 2026 08:48:27 +0200

At a packed BIMhuis in Amsterdam, institutional investors gathered for the Financial Investigator seminar ‘Europe’s Future at Stake: Investing in Energy Security, Defence & Digital Leadership’, where a recurring theme emerged throughout the day: Europe is entering a period of structural change that demands a fundamental rethink of investment strategies.

Mercer: Opportunites in private credit

Thu, 16 Apr 2026 13:26:39 +0200

Markets are currently experiencing heightened concern about private credit. This has been fueled by headlines, redemptions, and worries about AI-related headwinds impacting public and private markets exposure to software companies.

Nickel: Crypto on company balance sheets will continue to boom

Wed, 15 Apr 2026 12:07:49 +0200

The use of crypto as a reserve asset by publicly-listed companies will continue to grow with professional investors unconcerned about systemic risks, according to new global research by London-based Nickel Digital Asset Management (Nickel).

Paul Cuthbert-Brown has been appointed as Senior Advisor at Privium

Wed, 15 Apr 2026 09:12:16 +0200

Paul Cuthbert-Brown has been appointed as Senior Advisor at Privium Fund Management. He will support the firm’s leadership team on strategic priorities across its financial services business, bringing deep industry experience and perspective to the role.

BLI: Improving corporate governance in Asia

Tue, 14 Apr 2026 12:12:00 +0200

By Guy Wagner, Chief Investment Officer of Banque de Luxembourg Investments (BLI)

Asia is undergoing a profound transformation in the way corporations are governed. Historically, Asian markets were shaped by control-driven capitalism, where founding families, conglomerates, financial affiliates, or state entities exercised dominant influence over corporate decision-making. Today, several markets are moving - at different speeds and in different ways - toward a more shareholder-aware model. This is a structural, multi-year evolution that remains in its early stages.

PGIM: A new chapter for Hungary

Mon, 13 Apr 2026 16:25:15 +0200

Centre-right pro-European opposition party Tisza won a landslide majority in the new Hungarian parliament ending the 16-year rule of Fidesz under Viktor Orban representing a new chapter for the country and its economy.

Payden & Rygel: Is US Core Inflation Stuck at 3%?

Mon, 13 Apr 2026 09:16:19 +0200

Data released this week showed that core US Personal Consumption Expenditures (PCE) inflation has hovered near 3% for 27 consecutive months through February. But is core inflation stuck at 3%?

Federated Hermes: Weekly Markets Wrap Up - 9 April 2026

Thu, 09 Apr 2026 12:42:12 +0200

In this week’s markets update, our investment experts weigh in on how geopolitics and policy uncertainty are reshaping growth, volatility, and rate expectations.

DeVere Group: Petrol dips, FTSE set to jump, cost-of-living pressure remains

Wed, 08 Apr 2026 09:07:03 +0200

UK drivers are set to see petrol prices fall in the coming days after President Donald Trump paused military action against Iran, easing fears of disruption to oil flows through the Strait of Hormuz.

AT&T Pension Fund transfers pension liabilities to Zwitserleven

Thu, 02 Apr 2026 09:12:28 +0200

Athora Netherlands has taken over the pension liabilities of Stichting Pensioenfonds AT&T Nederland (SPAN) through Zwitserleven. This involves approximately 500 participants and EUR 170 million assets under management.

Amr Albialy and Frank Groven join Robeco

Wed, 01 Apr 2026 09:18:50 +0200

Robeco appointed Amr Albialy as Head of EMEA and North America Institutional and Frank Groven as Head of Global Financial Institutions, a new role within Robeco’s Wholesale domain.

Nickel: Regulator action is driving increased digital asset investment

Wed, 01 Apr 2026 09:13:50 +0200

Improvements to digital asset regulatory frameworks are the main reason convincing professional investors to take their first stakes in the sector, according to new global research by Nickel Digital Asset Management (Nickel).

Re:sustain: European real estate market faces enery efficiency problem

Wed, 01 Apr 2026 09:13:50 +0200

New research by re:sustain highlights the magnitude of the problem faced by European real estate institutional investors. Re:sustain surveyed 200 European real estate institutional asset managers in the UK, Germany, France, Netherlands, Spain and Italy.

Empira Group: The 'Green Value Gap' in German residential real estate

Wed, 01 Apr 2026 09:08:48 +0200

Empira Group has published a new research study on the economic implications of the energy transition in the German residential real estate market. Titled 'The Green Value Gap,' the study analyses under which conditions so-called Transition-to-Green (T2G) strategies create value – and where risks for investors arise.

Swissquote: Tech like it’s 2019

Wed, 01 Apr 2026 08:53:45 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Hope that the Iran war could end soon fuelled optimism yesterday after Trump announced willingness to pull back, and Iran State News reported a phone call between a EU councillor and Iran President suggesting ‘necessary will to end the war’ if guarantees are met.

Swissquote: Bonds rebound as yields become attractive

Tue, 31 Mar 2026 09:07:33 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Yesterday was marked by a rebound in sovereign bonds on expectation that rising oil prices—which will send inflation soaring in the coming months—would also hit economic growth and, in turn, limit central banks’ ability to raise rates to the extent currently priced by markets. In other words, higher energy prices—and possible energy scarcity—could slow global economies enough to prevent central banks from tightening as aggressively.

SSIM: Markets price in peace, but energy shock may outlast ceasefire

Mon, 30 Mar 2026 14:37:50 +0200

'Markets have taken de-escalatory signals as confirmation of an imminent end to the war. While the parameters of a cease-fire are indeed shaping up, the duration of the energy shock remains uncertain and the timeline for the normalisation in energy flows could exceed consensus expectations,' says Elliot Hentov, Chief Macro Policy Strategist at State Street Investment Management.

Swissquote: Escalation continues

Mon, 30 Mar 2026 09:01:51 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Middle East tensions escalated over the weekend as around 3.500 US troops came to the region – increasing the chances of a ground operation that will likely last weeks – and Iran-backed Houthis joined the war.

Swissquote: A ceasefire... of sorts

Fri, 27 Mar 2026 09:01:50 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

US unilateral efforts to de-escalate tensions in the Middle East are waning, as Iran has not backed any negotiation claims.

Swissquote; It is too early to price out the war

Thu, 26 Mar 2026 08:27:26 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The US sent a 15-point plan to Iran to end the war, which Iran publicly refused. They proposed alternative conditions instead and continued attacks in the region.

Aberdeen: Pre‑conflict data masks new inflation risks for the UK economy

Wed, 25 Mar 2026 11:41:47 +0100

By Luke Bartholomew, Economist at Aberdeen

Today’s UK's inflation report is little more than a relic of the world before the Iran conflict.

Swissquote: Middle East war hits global economic activity

Wed, 25 Mar 2026 14:17:37 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Middle East headlines continue to drive markets, and there is a notable effort from the US – and its President – to ease tensions. Donald Trump has proposed a 5-day ceasefire to Iran earlier this week, he said he pointed at “productive and constructive” discussions with Iran – a claim denied by Tehran – and yesterday, he added that Iran had offered a “present” in the Strait of Hormuz. Nothing has been confirmed– to my knowledge – from the Iranian side. What is clear, however, is that Trump wants this war to end. Whether he can make that happen remains to be seen.

Swissquote: True calm will only return once the Iran crisis de‑escalates

Tue, 24 Mar 2026 08:09:52 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

I don’t have time to finish a sentence before new headlines send markets upside down.

Swissquote: Narrative changes hands

Mon, 23 Mar 2026 09:55:31 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

We woke up to another rough week this morning after a weekend that failed to ease tensions in the Middle East. On the contrary, US President Donald Trump gave an ultimatum to Iran to reopen the Strait of Hormuz within 48 hours, otherwise he would “obliterate their power plants.” Iran responded by warning that it would target the region’s energy and desalination infrastructure—and we already had a preview of what that could look like last week.

Payden & Rygel: Skepticism about market repricing due to oil supply crisis

Mon, 23 Mar 2026 07:19:15 +0100

An oil supply crisis has sparked a repricing of rate expectations among major global central banks. But will central banks respond to a supply shock with rate hikes? Payden & Rygel expresses skepticism about market pricing for four main reasons.