Opinion

Gertjan Verdickt
Opinion
today

The night lies

Investors look at returns, but rarely at when those returns occur. That is a missed opportunity…
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Han Dieperink
Opinion
May 12, 2026

The Trump-Xi Summit

In 1972, Richard Nixon flew to Beijing convinced that the world was becoming multipolar. He sought…
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Sebastiaan Hooghiemstra, Juliane Hurter, and Daan Maas.
Laws and Regulations
May 6, 2026

Loyens & Loeff: why the Eltif label matters for the Solvency 2 LTE module

The Eltif label is emerging as more than a regulatory badge. Under Europe’s revised Solvency 2…
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Gertjan Verdickt
Opinion
May 6, 2026

When your boss takes away your work-from-home day, your numbers get better

Imagine this: your boss can see exactly when you’re sitting at your desk, what time you arrive, what…
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Han Dieperink
Opinion
May 5, 2026

The price of good governance

Corporate governance is one of those topics investors prefer to push into the background as long as…
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Max Severijns
Opinion
May 4, 2026

With Buffett gone, Berkshire is becoming truly Buffettian

Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of…
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Han Dieperink
Opinion
April 29, 2026

Correlation is not causation

Every time an oil crisis occurs, the recession scenario is immediately dusted off. The oil price…
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Jeroen Blokland
Opinion
April 27, 2026

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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