Opinion

Han Dieperink
Opinion
Yesterday

What does Warsh actually want?

After strong labor market data and inflation that remains above the Fed’s target, the market has…
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Stephan Desplancke
Opinion
September 14, 2026

Evergreen funds: always open, never liquid?

“Evergreen funds inherently involve a liquidity mismatch.” “Evergreen funds introduce subjectivity…
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Han Dieperink
Opinion
September 8, 2026

Farewell to the new normal

The period after 9/11 ushered in an era of war, crises, low growth and fading faith in progress…
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Gertjan Verdickt
Opinion
September 7, 2026

Why your view of the stock market is shaped by your neighbours

Investors like to think that their view of the market is based on hard numbers and a broad…
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Jeroen Blokland
Opinion
September 7, 2026

Chart of the week: primary budgets are the main reason to adjust your portfolio

When primary budget deficits, the budget deficit excluding interest expenses, are presented, many…
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Han Dieperink
Opinion
September 1, 2026

The value of quality

Value and quality both generate excess returns in equities, but in many respects they are opposites…
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Edin Mujagic
Opinion
August 28, 2026

Tensions in Iceland and why they matter to the ECB

Things are getting tense in Iceland! Iceland? Isn’t this the ECB Watch column? Yes, it is. But we…
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Gertjan Verdickt
Opinion
August 24, 2026

The puzzle of the calm market

Investors often overreact to news. Yet all that overreaction does not necessarily make the stock…
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Wouter Weijand
Opinion
August 21, 2026

Scotch Bes

Scotch Bes is a new elixir designed to ease the burden of your debts. A few sips of this whisky will…
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Han Dieperink
Opinion
August 18, 2026

Financial innovation in Jackson Hole

Since 1982, central bankers and economists have gathered in Jackson Hole, Wyoming. This year’s…
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Han Dieperink
Opinion
August 11, 2026

Fuel for a bubble

Until Friday, the direction of travel seemed clear. Markets were pricing in a September rate hike by…
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Gertjan Verdickt
Opinion
August 10, 2026

Does your fund manager think like a household?

Ask an investor why they are buying a stock, and the answer is fairly predictable: the company is…
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Han Dieperink
Opinion
August 5, 2026

The tail wags the dog

History never repeats itself in financial markets, but it often rhymes.
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Jeroen Blokland
Opinion
August 3, 2026

Terry Smith is right about AI, that’s why we’re not changing anything

AI is changing the market. Technology giants such as Alphabet cannot escape the enormous investments…
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