Han Dieperink

Han Dieperink

Han Dieperink is chief investment officer at Auréus Vermogensbeheer. Earlier in his career, he was chief investment officer at Rabobank and Schretlen & Co.

Han Dieperink
Opinion
today

Japan: from lost decades to profitable reflation

The election result in Japan was historic. For the first time since World War II, one party secured…
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Han Dieperink
Opinion
February 10, 2026

The great bitcoin illusion

America has the most crypto-friendly president ever. Donald Trump has created a bitcoin reserve for…
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Han Dieperink
Opinion
February 3, 2026

The Fed after Powell: Warsh and the productivity revolution

Jerome Powell is stepping down as chair of the Federal Reserve. Kevin Warsh will succeed him. For…
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Han Dieperink
Opinion
January 27, 2026

The limits of Trump

Donald Trump likes to present himself as a leader guided by instinct and personal conviction…
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Han Dieperink
Opinion
January 6, 2026

The continuation of the semiconductor supercycle

The first trading day of 2026 left no room for doubt. While many investors were still recovering…
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Han Dieperink
Opinion
December 31, 2025

The economy that eats itself

Something strange is going on. The US economy is growing, but no jobs are being added. In fact…
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Han Dieperink
Opinion
December 24, 2025

Halfway to the tipping point

The Cambrian explosion of AI-driven life forms has begun. Under the collective label of artificial…
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Han Dieperink
Opinion
December 16, 2025

The balance of trade equilibrium

Last week, China’s trade surplus crossed the threshold of one thousand billion dollar for the first…
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Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
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Han Dieperink
Opinion
November 25, 2025

How Brussels regulated sustainability to death

It was a master plan. The Sustainable Finance Disclosure Regulation was supposed to send massive…
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Han Dieperink
Opinion
November 18, 2025

Halfway through the AI bubble

Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who…
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Han Dieperink
Opinion
November 11, 2025

Waste as the price of innovation

There’s an ongoing debate about whether artificial intelligence is in a bubble. The more important…
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Han Dieperink
Opinion
October 15, 2025

Donald Trump and the Nobel Peace Prize

The recent developments in the Middle East make one thing absolutely clear: president Donald Trump…
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Han Dieperink
Opinion
October 8, 2025

Answers from the campfire

Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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