ETF Watch December 2025
After another strong performance in November, UCITS ETF inflows for 2025 are on the verge of breaking the €300 billion…
05/12/25
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Insights 1758
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White paper
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Graph
US inflation risk may tilt lower, eventually
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
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Podcast
Emerging market debt likely to keep basking in the sun
Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies.…
05/12/25
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Article
Megatrends A multi-decade investment story
Global megatrends are multi-decade themes with significant implications for society, the economy and investors. They are driving a wave of…
05/12/25
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Article
The recent surge of active ETFs and enhanced strategies
Active exchange-traded funds (ETFs) have seen exponential growth in recent years as investor interest spread from the US to Europe,…
03/12/25
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Article
Bubble trouble
Equity markets are rebounding from the latest AI-bubble fear sell-off. While this will almost certainly not be the last time…
03/12/25
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Article
Behind the Feds misery and Japans China headache
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25
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Graph
Shifting demand dynamics mean steeper yield curves
A major reform moving the Dutch pension system from a defined benefit (DB) model to a defined contribution (DC) system…
28/11/25
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Article
Its not easy being in charge
Stock markets have stabilised after senior policymakers at the US Federal Reserve suggested policy rates may be lowered next month.…
27/11/25
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Article
Rethinking glide path design
Target date funds – often the default investment choice in retirement plans – promise a simple solution: start with a…
26/11/25