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Cees van Lotringen
Investing
July 17, 2025
US prepares ‘controlled demolition’ of existing financial system
The US government is preparing a shock therapy approach that amounts to a controlled demolition of…
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Investing
September 24, 2024
China: Tech titan or ticking economic time bomb?
The seventh and final part of the Investment Officer series on geopolitics and investing focuses on…
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Investing
September 2, 2024
The AI revolution is separating the wheat from the chaff
Technological dominance is the new geopolitical battleground. Companies and countries alike must…
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Asset Allocation
August 12, 2024
Energy transition ushers in biggest bull market ever
In a time when the world is facing unprecedented changes in the energy landscape, geopolitical…
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Asset Allocation
July 22, 2024
‘Dancing on the volcano - as long as it lasts’
High valuations and geopolitical risks indicate potential overheating and future uncertainties…
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Asset Allocation
July 1, 2024
China’s sudden electric car boom stirs strategic concerns
China’s rapid emergence as a market leader in electric vehicles (EVs) has sparked significant…
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Asset Allocation
June 7, 2024
An autonomous EU would create a new framework for investors
Caution is required when selecting stocks of European listed companies as the European Union works…
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Asset Managers
March 29, 2023
In the infinite world of AI, anxiety threatens investors
The data science revolution is sweeping the investment industry. Some firms are looking to create an…
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Sector
December 14, 2022
As Europe gazes, the future is built elsewhere
While Europe is survival-mode as a result of a war and an energy crisis, the rest of the world is…
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Investing
November 7, 2022
‘Europe should not count on a traditional recovery’
Europe should not count on a traditional economic recovery. Due to second-round effects, inflation…
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Investing
August 11, 2022
Analysis: static risk profile does not work in a dynamic market
For at least 15 years, risk profiles, used by banks or independent risk managers to assign each…
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Family Offices
May 13, 2022
Family values remain relevant as Anthos transforms
As of this week asset owners can turn to Anthos Fund & Asset Management. The asset manager places…
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April 28, 2022
‘We tried to civilise Russia. We did not succeed.’
In a world where new powers, forces and risks are emerging, it is time to reset the EU’s common…
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Asset Managers
April 14, 2022
‘Globalisation, as we know it, is probably over’
In an interview with Investment Officer, Ritesh Jain, an influential global macro strategist, trend…
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