Opinion

Jeroen Blokland
Opinion
today

Chart of the week: why the bull market isn’t over

With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
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Edin Mujagic
Opinion
April 24, 2026

ECB policymakers might need to talk less often

European dependence on fossil fuels poses a risk to price stability. That is according to Frank…
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Han Dieperink
Opinion
April 21, 2026

Some software stocks find upside in AI

There was a time when software companies could rely on growth rates and compelling narratives about…
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Jeroen Blokland
Opinion
April 20, 2026

Chart of the week: J-curve or U-turn

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the…
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Han Dieperink
Opinion
April 14, 2026

Beijing’s handshake

While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
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Jeroen Blokland
Opinion
April 12, 2026

Chart of the week: inflation peak

I have been watching the financial markets with some amazement for the past few weeks. A US…
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Han Dieperink
Opinion
April 7, 2026

The acceleration

The world was already electrifying at a rapid pace. But two developments are now pushing this…
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Han Dieperink
Opinion
March 31, 2026

Europe is the biggest victim of the war against Iran

The war against Iran has now lasted a month, and the consequences are becoming visible at a rapid…
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Jeroen Blokland
Opinion
March 30, 2026

Chart of the week: the end of the macro investor

If there is one thing that characterizes the investment world, it is that it is full of clichés…
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Edin Mujagic
Opinion
March 27, 2026

Christine Lagarde has always remained a politician

Faithful readers of this column know that I am deeply concerned about the politicization of the…
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Christophe Santer
Opinion
March 26, 2026

From Middle East uncertainty to Singapore and Luxembourg

As geopolitical tensions rise, capital is quietly repositioning. Luxembourg is emerging as a…
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Han Dieperink
Opinion
March 24, 2026

Wars drive innovation

Necessity breaks laws, but it also breaks existing patterns, paradigms, and drives innovation…
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Gertjan Verdickt
Opinion
March 23, 2026

The carbon premium that never existed

Imagine this: you predict stock returns for January 2026 using company data from all of 2026. Data…
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Jeroen Blokland
Opinion
March 23, 2026

Chart of the week: laffer’s line

The signals that citizens and businesses are willing to leave their country if the tax burden…
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