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Jort van der Horst
Investing
January 9, 2025
Interest rates fall, but recovery remains elusive in China
China’s 10-year bond yield has recently dropped below 1.6 percent, a consequence of a weakening…
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Investing
January 7, 2025
Market concentration higher than during the dotcom bubble in 2001
The concentration risk in equity markets is growing as US megacap technology companies continue to…
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Investing
December 12, 2024
10 possible surprises for investors in 2025
When consensus dominates the market, unexpected surprises often lurk just around the corner. Could…
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Investing
December 12, 2024
Water challenges force investors to make certain financial choices
Heavy rainfall in Spain led to floods in October, causing over 10 billion euro in damages. This is…
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Investing
October 16, 2024
Bonds return as an anchor in the portfolio
The diversification advantage of bonds has been restored this year, as inflation has fallen and…
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