Investing

Nassim Nicolas Taleb
Investing
May 16, 2025

For Nassim Taleb, averages are completely irrelevant

In the world of finance, averages are useless. Concepts like extrapolation, correlation, and…
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Allianz Global Investors. Foto: IO.
Investing
May 15, 2025

Allianz GI lifts ban on defence stocks in ESG push

As Europe boosts defence spending and investors adapt to geopolitical uncertainty, Allianz Global…
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Frédéric Leroux. Photo: Carmignac.
Asset Managers
May 14, 2025

Inflation forces a generational rethink among investors

After more than thirty years of falling rates, globalization and passive dominance, a new era is…
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Geest uit de fles, afbeelding gemaakt met ChatGPT
Investing
May 13, 2025

Geneva Truce might not be enough to undo economic damage, investors say

Markets are celebrating the news that the United States and China have agreed on Monday to sharply…
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Warren Buffett
Investing
May 8, 2025

Tears in Omaha

Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their…
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Han Dieperink
Investing
May 6, 2025

Investing is a game of mistakes

Investing is a game of mistakes; the one who makes the fewest mistakes wins. In that sense…
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Foto: ECB.
Asset Allocation
May 5, 2025

Euro rally exposes compounding risks in unhedged portfolios

European investors face steep losses as a falling dollar and surging euro squeeze returns on…
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Europa
Investing
April 29, 2025

ETF investors lose faith in U.S. and turn to Europe

Investors are pulling out of U.S. equity ETFs en masse, while European trackers are experiencing a…
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Blackrock-CEO Larry Fink wordt klaargemaakt voor een interview op de New York Stock Exchange. Bron: AP Photo/Richard Drew
Investing
April 28, 2025

Doubt grows among fund giants, yet US stocks remain core portfolio holding

Billions are evaporating from the US markets. The world’s largest asset managers are divided in…
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Afbeelding van Vilkasss via Pixabay
Investing
April 24, 2025

IMF: geopolitical events can depress stock prices by 1 percent

Major geopolitical events can depress global stock prices by around one percent per month. In…
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Afbeelding van Tumisu via Pixabay
Investing
April 22, 2025

Investors are gaining a digital teammate with AI

Institutional investors remain cautious about integrating AI technology into the workplace. They’re…
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Jim Caron, Morgan Stanley
Investing
April 15, 2025

‘US trade deficit is a mathematical problem, not a political one’

High US import tariffs are meant to help reduce the budget deficits of the United States. “Whoever…
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Benedict Peeters, Tim Vanvaerenbergh, Shelter IM
Investing
April 14, 2025

Shelter IM: geopolitical situation is not a black swan, but escalation remains a major risk

Luxembourg-based asset manager Shelter Investment Management (Shelter IM) is celebrating its tenth…
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pexels-pixabay-221012
Investing
April 9, 2025

Oil stocks are a very cheap hedge against inflation

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing…
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