Market Insight: A New Generation Is Reshaping Wealth

The Capgemini World Wealth Report highlights how younger generations of wealthy investors are reshaping expectations around technology, access and wealth management.
As digital behaviour, global connectivity and private markets become increasingly important, the private wealth industry continues to evolve alongside a new generation of capital owners.

Market Insight: The Risks You Don’t See

The J.P. Morgan Private Bank highlights that family offices are increasingly focused on resilience, diversification and managing risks that extend beyond traditional market volatility.
Many of these risks — including concentration, governance and geopolitical exposure — are less visible in the short term, but can have a significant impact on long-term wealth preservation.

Market Insight: AI Will Not Replace Judgment

AI is reshaping the landscape of wealth management, enhancing efficiency, insight, and access to information. Yet in complex, high-stakes decisions, human judgment, trust, and experience remain irreplaceable.

Market Insight: Cash Is Not Neutral

The Autoriteit Financiële Markten notes that many Dutch households hold a large share of their wealth in savings, despite having the financial capacity to invest.
As a result, they may be missing out on long-term returns while inflation gradually erodes their purchasing power.

Market Insight: The Economy Is Entering a Different Phase

According to ING, Dutch economic growth is expected to moderate to around 1.3% in 2026, driven mainly by consumer spending as inflation eases.

Structural challenges such as labour shortages and limited investment capacity remain key constraints.

Market Insight: A More Selective Investment Environment

Recent commentary from ABN AMRO remains constructive on equities heading into 2026, supported by expected earnings growth and improving economic conditions.

At the same time, themes such as AI and deglobalisation are reshaping investment opportunities and risk dynamics.

Market Insight: The Next Phase of the Economic Cycle

Rabobank expects the Dutch economy to grow around 1.3% in 2026 and 2027, slightly below its long-term potential due to structural bottlenecks.

Growth is supported by consumer spending and government investment, while unemployment is expected to rise modestly.

Market Insight: Markets Are Being Repriced

Recent commentary from BlackRock highlights continued strength in equity markets, supported by upward revisions in corporate earnings and ongoing investment in AI.

This reinforces a pro-risk stance, with mega-cap tech driving a significant portion of earnings growth in 2026.

Market Insight: Navigating a New Market Regime

According to J.P. Morgan Asset Management, U.S. equities remain structurally strong, driven by resilient consumers, earnings growth and rapid adoption of AI across industries.

This continues to position U.S. markets as a key driver of global returns.

Market Insight: The New Rate Regime

Major institutions including Morgan Stanley and J.P. Morgan are revising expectations for interest rate cuts, with many now expecting rates to remain higher for longer.

Persistent inflation and strong economic data are delaying monetary easing.

Market Insight: The Balance of Financial Power Is Shifting

Recent developments show U.S. banks continuing to gain market share over European peers, driven by stronger capital positions and regulatory advantages.

This structural shift is reshaping global investment banking dynamics and competitive positioning.