id_home_story

RS2: Could AI cybersecurity tools redefine control over banking infrastructure?

Fri, 05 Jun 2026 12:16:41 +0200

By Radi El Haj, CEO of RS2

The competition between OpenAI and Anthropic over cybersecurity models such as GPT-5.5 Cyber and Claude Mythos shows how AI is moving into active defence roles inside banking systems.

PIMCO: The quiet erosion beneath US growth

Fri, 05 Jun 2026 12:11:40 +0200

In the latest Macro Signposts, PIMCO’s Tiffany Wilding covers how although the US economy looks strong on the surface, fragilities are increasing. She discusses the various factors (energy prices, slowing wage growth, etc) that have driven a sharp drop in real disposable personal income and what that means for consumption.

DeVere: Next Labour leader could trigger massive wealth exodus

Fri, 05 Jun 2026 09:01:07 +0200

Britain risks accelerating the “largest millionaire exodus in the developed world” if the next Labour leader pursues wealth taxes and exit taxes to plug mounting holes in the public finances, warns the CEO of global financial advisory giant deVere Group.

Swissquote: The age of disconnect

Fri, 05 Jun 2026 08:51:06 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Disappointing guidance from Broadcom regarding its AI chip business didn't resonate well among chipmakers — and broader markets — yesterday. Meanwhile, stress in the private credit market has been creeping into the headlines, and the Middle East news remains as muddy and uncertain as ever.

Federated Hermes: Weekly Markets Wrap Up 4 June 2026

Thu, 04 Jun 2026 12:17:26 +0200

In this week’s markets wrap up, our investment teams discuss the deteriorating eurozone growth outlook amid persistent inflation pressures, where value is emerging across the AI ecosystem, and the revival in IPO markets.

PIMCO: Energy shocks, rising yields, and the case for bonds

Thu, 04 Jun 2026 12:12:25 +0200

Dan Ivascyn, Group CIO at PIMCO, discusses the market implications of rising geopolitical tensions in the Middle East, the outlook for interest rates and fixed income, and how investors should be thinking about credit markets amid growing capital needs in areas like AI infrastructure in his View from the Investment Committee. A few highlights include:

Swissquote: The cost of staying bullish

Thu, 04 Jun 2026 09:01:53 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The persistent rise in oil prices amid multiple strikes in the Middle East sent oil prices toward $100pb yesterday. And this time, rising oil prices dented risk appetite across major equity markets.

Swissquote: AI hardware rally extends

Wed, 03 Jun 2026 09:14:27 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The S&P500 advanced to a fresh ATH yesterday, as yields remained flat.

Swissquote: We are all in

Tue, 02 Jun 2026 09:39:09 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

When you think that the geopolitical headlines could not get worse, they do. Yesterday, the news went from Iran suspending peace talks due to intensified Israeli attacks into Lebanon, sending oil prices up past $95pb. Then, Donald Trump came up with the soothing news that Hezbollah and Israel agreed not to fight each other in Lebanon. But Netanyahu contradicted the US President by saying that fighting in Southern Lebanon would continue. It’s a mess.

Payden & Rygel: Commentary on IG bonds

Mon, 01 Jun 2026 11:35:32 +0200

By Natalie Trevithick, CFA, Managing Director, Portfolio Manager, Payden & Rygel

Investment-grade corporate bonds now yield 5.2%, which is driving significant inflows into the asset class!

Swissquote: Panic buying

Mon, 01 Jun 2026 09:05:05 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

With the month of May officially behind us, we can say it: it wasn’t a good idea to sell in May and go away.

Swissquote: God bless AI!

Fri, 29 May 2026 09:06:47 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

European stocks lost some altitude yesterday, as geopolitical headlines and a few data points released during the session failed to spark optimism.

Federated Hermes: Weekly Markets Wrap Up 28 May 2026

Thu, 28 May 2026 12:17:06 +0200

In this week’s markets wrap-up, our investment teams discuss the broadening of market leadership, the durability of the AI-driven rally, and the policy challenges facing the European Central Bank.

Ethenea: SpaceX and the new power of index mechanics

Thu, 28 May 2026 09:15:36 +0200

The planned SpaceX IPO is more than just a mega-IPO. It could become a stress test for passive investors, and with OpenAI and Anthropic, the next mega-IPO candidates are already in the starting blocks. Our Head of Portfolio Management, Jörg Held, explains why index providers are already rolling out the red carpet and what this means for ETFs and active investors.

Swissquote: Stuck in Hormuz

Thu, 28 May 2026 09:05:33 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

New issue, unknown surprise, unexpected factor in US/Iran peace negotiations has just emerged: Iran now wants to control the Strait of Hormuz with Oman.

Nickel: Crypto jobs are becoming more attractive for institutional investors

Wed, 27 May 2026 10:21:31 +0200

Jobs within digital assets are becoming more attractive for executives at traditional financial firms but career risks remain, according to new global research by London-based Nickel Digital Asset Management.

Swissquote: Take a breadth

Wed, 27 May 2026 08:58:03 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

It looks like geopolitical tensions are no longer bothering investors as much as they did in previous weeks. Iran’s explicit dissatisfaction regarding the progress in talks over its nuclear program — or even US strikes — didn’t reverse hopes that the war will end soon.

Elisa Prezzavento appointed Director of ETF Product Strategy and Development at Fidelity

Tue, 26 May 2026 13:47:01 +0200

Elisa Prezzavento has been appointed Director of ETF Product Strategy and Development at Fidelity International.

Crédit Mutuel AM: Central Banks under pressure as inflation risks re-emerge

Tue, 26 May 2026 09:11:12 +0200

The task facing central banks over the coming months will not be an easy one. On the one hand, inflation risks are rising; on the other, growth forecasts continue to be revised downward.

Payden & Rygel: Continued opportunities in global bonds

Tue, 26 May 2026 09:06:12 +0200

Despite heightened geopolitical uncertainty, persistent inflation concerns, and shifting global growth expectations, global fixed income markets continue to present compelling opportunities for long-term investors, according to a new market commentary.

Swissquote: Trapped between war, inflation and debt

Tue, 26 May 2026 09:05:12 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Well, the week started almost too good to be true, with news that US-Iran peace talks were “progressing nicely” and that we were just days away from a deal and the reopening of the Strait of Hormuz. Iran, meanwhile, warned that a few sticky points regarding its nuclear programme still needed clarification.

PIMCO: A new Fed chair, a new tone but familiar anchors

Fri, 22 May 2026 14:49:35 +0200

By Richard Clarida, Global Economic Advisor at PIMCO

This week, Kevin Warsh becomes chair of the U.S. Federal Reserve Board of Governors. We expect he will take a thoughtful but distinctive approach to monetary policy and seek, over time, to shift Fed strategy in several areas. But any change will be evolutionary, not revolutionary.

Riverside builds Cryptomathic with TrustSkills add-on

Fri, 22 May 2026 12:49:14 +0200

The Riverside Company (Riverside), a global investment firm focused on the smaller end of the middle market, has announced that Cryptomathic, a portfolio company of its affiliated European fund, has acquired TrustSkills, a Danish software company specialising in certificate lifecycle management.

Ethenea: Two central bankers, two approaches

Fri, 22 May 2026 09:23:38 +0200

The Fed is facing its most significant change in leadership in decades. With Warsh comes not just a different person, but a different understanding of what a central bank should do.

Swissquote: Pricing Mars

Fri, 22 May 2026 09:03:35 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Yesterday morning in Europe, the news that Iran wanted enriched uranium to remain in Iran echoed negatively across markets, pushing oil prices and yields higher while sending equities lower.