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DeVere Group: Letting AI make final call is still a step too far for most

Wed, 22 Jul 2026 12:57:40 +0200

More than half of people getting financial advice will accept AI playing a role in their financial planning, but only if a human being still makes the final decision, according to new research from deVere Group.

Payden & Rygel: What the gilts market can teach fixed income investors

Wed, 22 Jul 2026 11:57:30 +0200

As developed economies grapple with higher debt burdens and elevated interest rates, the UK's gilt market offers important lessons for investors evaluating sovereign bonds around the world.

By Nigel Jenkins, Managing Director, Payden & Rygel

Aberdeen: Inflation figures offer some relief

Wed, 22 Jul 2026 10:51:35 +0200

Felix Feather, Economist at Aberdeen Investments, comments on the UK inflation figures released this morning:

PIMCO: Rich spreads, cheap treasuries, and an incomplete explanation

Wed, 22 Jul 2026 10:36:32 +0200

The evolution of credit spreads remains driven primarily by credit fundamentals, investor risk appetite, flows, and broader market technicals rather than relative value between Treasuries and swaps.

By Lotfi Karoui, Multi-Asset Credit Strategist, PIMCO

Swissquote: Show me the money!

Wed, 22 Jul 2026 08:58:46 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

I continue to start the day by looking at these two charts: US crude & Kospi. The former is extending gains, trading above $86 per barrel for WTI and $92 per barrel for Brent, while the Kospi is up more than 4.5% at the time of writing, led higher by Korean chipmakers (of course!) following a similar jump in VanEck's Semiconductor ETF yesterday.

Amundi: ECB poised to stay on hold

Wed, 22 Jul 2026 08:23:41 +0200

Prior to the ECB meeting on Thursday, Alessia Berardi, Head of Global Macroeconomics at Amundi Investment Institute indicates that she expects the ECB to hold rates steady this week.

Ortec Finance: The evolution of insurance asset portfolio optimization

Wed, 22 Jul 2026 08:13:37 +0200

By Ashish Doshi, Head of UK Insurance at Ortec Finance

How machine learning is transforming investment strategies for insurance asset managers

DeVere Group: Burnham’s tax comments alarm investors

Mon, 06 Jul 2026 08:45:57 +0200

Andy Burnham’s comment on Friday that there is “room” for tax changes will alarm investors already worried about Britain's fiscal trajectory, warns the CEO of one of the world’s largest independent financial advisory and asset management organizations.

Swissquote: Comfortably uncomfortable

Mon, 06 Jul 2026 08:31:26 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Last week ended on a positive note for European equities, as US markets were closed for the July 4th holiday.

Aberdeen: The US labour market remains healthy

Fri, 03 Jul 2026 09:07:19 +0200

Jon Butcher, Senior US Economist at Aberdeen, comments on the US labour market figures released this afternoon:

Swissquote: ‘Welcomed’ weakness

Fri, 03 Jul 2026 09:02:16 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Yesterday’s weak US jobs data echoed positively across US government bonds and somehow neutralized the negative mood across technology stocks.

NAB en PwC bundelen krachten voor State of the Sector Survey 2026

Thu, 02 Jul 2026 12:09:32 +0200

The Netherlands Advisory Board on impact investing (NAB) en PwC Nederland bundelen hun krachten voor de State of the Impact Investing Ecosystem 2026, de toonaangevende studie naar de omvang, trends, belemmeringen, drijfveren en toekomst van impact investeren in Nederland.

PIMCO: Does AI raise or lower neutral rates?

Thu, 02 Jul 2026 12:04:31 +0200

By Tiffany Wilding and J.R. Scott

A growing share of central bankers argue that artificial intelligence will ultimately push neutral interest rates higher. Intuitively, if AI boosts productivity and lifts long-run growth, then households have less incentive to save, pushing up the real neutral rate.

Athora Netherlands takes over pension liabilities of Pensioenfonds Campina

Thu, 02 Jul 2026 09:08:32 +0200

Athora Netherlands has taken over the pension liabilities of Pensioenfonds Campina through a collective value transfer to Zwitserleven. The transfer has recently been approved by DNB.

Swissquote: Uh-oh!

Thu, 02 Jul 2026 09:03:31 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

I was expecting to start this note talking about the US jobs data, the euro area inflation update and major central bankers’ latest thoughts about inflation and where monetary policy is headed (and I will get there), but instead, I will start with Meta’s decision to develop a cloud infrastructure business to sell access to computing capacity, chips and its AI models and continue with Oracle’s warning that AI investments may not turn into profits.

Ocorian: Capital raising more demanding for private equity fund managers

Wed, 01 Jul 2026 10:41:00 +0200

Raising capital has become more demanding for private equity fund managers, with increased due diligence requirements and regulatory uncertainty now the biggest barriers in the market, new research from Ocorian shows.

Swissquote: H2 starts with momentum intact

Wed, 01 Jul 2026 09:05:42 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The first half of this hectic year – marked by severe geopolitical tensions and an energy crisis – ended on an exceptionally strong note. The S&P500 posted a nearly 10% rise, the Stoxx 600 gained more than 8% and closed yesterday after hitting a fresh ATH, while the Nikkei is up 40% since the first trading day of the year. The Taiwanese Taiex gained 60%, and the Korean Kospi 100%.

Henry Odogwu appointed Senior Managing Director Institutional Sales at MFS

Tue, 30 Jun 2026 12:36:33 +0200

Henry Odogwu has been appointed Senior Managing Director Institutional Sales at MFS.

PIMCO: Will monetary policy uncertainty lead to tighter financial conditions?

Tue, 30 Jun 2026 09:07:35 +0200

By Tiffany Wilding, Economist at PIMCO

Kevin Warsh’s first Federal Reserve meeting as chair mattered less for the rate decision than for what he revealed about how the Fed intends to operate. Warsh signaled a shift toward less guidance and more flexibility: a simplified policy statement, no forward guidance (including not submitting his own rate path projection), and new task forces to reassess key Fed operations. The task forces were likely designed specifically to question internal consensus and create tension – 'good family fights', according to Warsh.

Payden & Rygel: Long-term opportunity in high yield despite near-term volatility

Tue, 30 Jun 2026 08:57:33 +0200

Payden & Rygel believes high-yield bonds continue to offer attractive long-term opportunities, supported by generally solid issuer fundamentals and yields that remain compelling for patient investors.

Swissquote: What if?

Tue, 30 Jun 2026 08:52:32 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

It’s the last day of the month and the quarter – the best quarter for global equities in the past six years according to Bloomberg, despite the Iran war, disrupted oil and fertilizer flows, and a spike in energy prices that led to a rise in global inflation expectations, which in some parts of the world resulted in interest rate hikes and, in others, more hawkish monetary policy.

Amundi: 2026 Mid-Year Global Investment Outlook

Mon, 29 Jun 2026 12:37:14 +0200

How much can economies and markets endure? The global economy has so far proved resilient, supported by investment linked to artificial intelligence (AI) and strategic autonomy.

Payden & Rygel: Inflation in US personal consumption measures

Mon, 29 Jun 2026 09:20:38 +0200

Data released this week showed headline Personal Consumption Expenditures (PCE) inflation jumped 0.4% in May. Excluding food and energy, core PCE rose 3.4% year over year.

Andera Partners joins ELSC to mobilize capital for life sciences innovation

Mon, 29 Jun 2026 09:06:45 +0200

Andera Partners, one of Europe’s leading private equity and venture capital players, announces its membership in the European Life Sciences Coalition (ELSC), an initiative created in association with Invest Europe to strengthen Europe’s life sciences venture capital ecosystem.

Swissquote: So far, so calm

Mon, 29 Jun 2026 09:01:34 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Given the ugly weekend news regarding the US and Iran's mutual attacks, I was expecting the week to start on a sour note. But not at all. The two countries announced that they would stop fighting, and the sun is shining again.