id_home_story

Clearwater Analytics: Heavy AI users are hitting a data problem

Wed, 21 Oct 2026 12:05:02 +0200

No less than 80% of 250 senior executives at fund managers across the U.S, Europe and the Asia-Pacific region say the use of AI has been successful in improving investment strategies and portfolio construction, a comprehensive global study commissioned by Clearwater Analytics reveals.

DeVere Group: UK faces Christmas interest rate-hike amid inflation surge

Wed, 21 Oct 2026 11:59:59 +0200

Millions of British families and businesses are likely to be hammered by two interest rate rises before Christmas as an inflation surge that began at the petrol pump spreads into everyday bills and costs, warns the CEO of deVere Group.

Aberdeen: Rise in services inflation particularly concerning

Wed, 21 Oct 2026 09:13:39 +0200

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

Swissquote: The cost of shooting for the moon

Wed, 21 Oct 2026 09:03:35 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

It happened again: oil reversed sharply from five-month highs yesterday as reports of a Qatar–Pakistan peace proposal revived hopes of a US–Iran breakthrough.

BLI: Neither governance nor yen

Tue, 20 Oct 2026 15:41:47 +0200

By Sébastien Gandon, Senior Client Portfolio Manager, Banque de Luxembourg Investments (BLI)

Every few years, foreign investors rediscover Japan, then drift away again. This time the headlines - the yen, the bond market, a rare US intervention - are the least of it. The real story is something the country has spent thirty years quietly building, largely unwatched.

ST0x: Equities are the most attractive tokenised asset class

Tue, 20 Oct 2026 14:08:43 +0200

Single corporate stock public equities outrank real estate, ETFs, private equity, fixed income and commodities as the most attractive tokenised market, new global research from ST0x reveals.

Swissquote: Running on fumes

Tue, 20 Oct 2026 09:02:03 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The week started in a bad mood in Europe, as French protests dominated the headlines and bond-market stress continued to spread to other countries, including Italy and Portugal. Yields on several European government bonds rose, while spreads over German Bunds widened, reflecting that stress.

Swissquote: Fragile nerves ahead of tech earnings

Mon, 19 Oct 2026 08:58:38 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Last week was a good one to be away, as things got worryingly ugly on the economic data, earnings and AI fronts.

DeVere Group: Bank tax raid would hit every borrower, saver and pension in UK

Fri, 16 Oct 2026 12:31:06 +0200

A Budget tax raid on Britain’s banks would land on every mortgage holder, saver and small business in the country, and hand rival financial centres a prize they’ve spent years chasing, warns the CEO of deVere Group, one of the world’s largest independent financial advisory organisations.

Federated Hermes: Weekly Markets Wrap Up 15 October 2026

Thu, 15 Oct 2026 11:43:24 +0200

In this week's markets wrap-up, our investment experts discuss why the US midterm elections are unlikely to derail markets, where they are finding value in UK equities and what this week's third quarter earnings mean for US banks.

Clearwater Analytics: Increase in stress-testing to identify hidden risks

Thu, 15 Oct 2026 09:33:22 +0200

Almost nine out of 10 (88%) of 250 senior executives at fund managers across the U.S., Europe and the Asia-Pacific region have increased expenditure on stress testing funds in the past year as they respond to challenging market conditions, a comprehensive global study commissioned by Clearwater Analytics reveals.

PIMCO: Higher US inflation increases likelihood of Fed rate hike

Wed, 14 Oct 2026 17:58:42 +0200

US inflation came in higher than expected in September, raising concerns about the Federal Reserve’s interest rate outlook. According to Tiffany Wilding, Economist at PIMCO, the broad-based increase in consumer prices is particularly concerning.

Payden & Rygel: Opportunities in the bond market today

Wed, 14 Oct 2026 10:41:24 +0200

A conversation on income, flexibility and the role of an actively managed core bond strategy with Laura Lake, CFA, and Tim Crawmer, CFA.

Re:sustain: European real estate investors need faster payback certainty

Tue, 13 Oct 2026 12:29:11 +0200

New research by re:sustain, which explores energy efficiency across the real estate investment portfolios of European real estate institutional investors, shows that when asked to choose the two key factors that will accelerate action on poor energy performance, less operational disruption and quicker payback certainty were ranked as the most important.

Nuveen: AI-besparingen ontketenen nieuwe investeringsrace in farma

Fri, 09 Oct 2026 09:07:03 +0200

AI kan de kosten van medicijnontwikkeling fors verlagen, maar volgens Nuveen betekent dat niet dat farmabedrijven minder aan onderzoek en ontwikkeling zullen uitgeven. Juist doordat AI de ontwikkeling van nieuwe medicijnen sneller en goedkoper maakt, ontstaat ruimte om meer programma’s tegelijk te financieren.

Swissquote: Profits for the few, pressure for the rest

Fri, 09 Oct 2026 09:07:02 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Oil and yields remain the main drivers of global markets, and that will change next week with earnings.

Federated Hermes: Weekly Markets Wrap Up 8 October 2026

Thu, 08 Oct 2026 12:02:39 +0200

In this week's markets wrap-up, our investment experts discuss the recent sell-off in bonds, France's growing fiscal pressures and political uncertainty, and renewed optimism for Brazilian assets following the country's first-round election result.

Nickel: AI is central to increasing digital asset allocations

Thu, 08 Oct 2026 12:02:38 +0200

The adoption of AI and machine learning tools is central to increasing digital asset allocations with risk management tools the major focus, new global research from London-based Nickel Digital Asset Management (Nickel) shows.

Clearwater Analytics: Asset managers report sharp rise in risk of all kinds

Thu, 08 Oct 2026 09:37:10 +0200

A comprehensive global study commissioned by Clearwater Analytics, which surveyed 250 senior executives at fund managers across the U.S, Europe and the Asia-Pacific region, finds rising credit and liquidity risks across nearly every category firms track.

DNB: The Maastricht Question revisited

Thu, 08 Oct 2026 09:17:07 +0200

‘More than three decades ago, the Maastricht Treaty helped create the framework for Europe's monetary union. The world has changed, but the interaction between monetary policy, fiscal policy and economic integration remains central to its success,’ said Bas ter Weel on 8 October 2026, in his opening address for the 10th Annual Workshop of ESCB Research Cluster 2.

Ryan McGrath appointed Global Head of Innovation at Ocorian

Thu, 08 Oct 2026 09:07:05 +0200

Ryan McGrath has been appointed Global Head of Innovation at Ocorian.

Swissquote: Running out of appetite

Thu, 08 Oct 2026 09:02:04 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Renewed tensions — or, rather, the increasingly crowded headlines surrounding existing and persistent Middle East tensions — weighed on market sentiment yesterday. Oil fluctuated, and Brent is extending gains above $102pb this morning. Bond yields continue their upward trajectory, pulling stock prices lower.

Swissquote: Record highs, unresolved risks

Wed, 07 Oct 2026 09:02:22 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The global bond selloff slowed, crude oil fell and the US dollar eased yesterday. Lower oil prices and less pressure on yields supported major US indices, pushing the S&P500 and Nasdaq 100 to fresh record highs. But this morning, oil is rebounding, yields are pushing higher and the dollar is stronger as risks loom.

PIMCO: Growth holds, risks widen

Wed, 07 Oct 2026 09:07:21 +0200

The global economy is expected to remain resilient over the next six to 12 months, while inflation continues to moderate. At the same time, risks around this baseline scenario are widening, according to PIMCO’s Tiffany Wilding and Andrew Balls in the firm’s latest outlook, Growth Holds, Risks Widen.

ST0x: Institutional investors see gold price decrease as buying opportunity

Tue, 06 Oct 2026 09:44:33 +0200

Gold’s recent price decrease has created a strong buying opportunity for 28% of institutional investors and wealth managers participating in global research from ST0x, the onchain trading infrastructure for tokenised securities.