Opinion

Jeroen Blokland
Opinion
February 3, 2025

‘Seeking’ productivity growth

A Chinese AI disruptor shakes up Big Tech—DeepSeek challenges the AI status quo, promising cheaper…
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Han de Jong
Opinion
February 3, 2025

The Fed, Trump’s intuition, and Von der Leyen’s policy reversal

The Fed’s steady hand, Trump’s shifting intuition, and Von der Leyen’s regulatory U-turn—what do…
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Han Dieperink
Investing
January 21, 2025

Trump’s second term

Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks…
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Jeroen Blokland
Opinion
January 20, 2025

Chart of the week: doom-mongers debunked!

Yes, they’re back again. With rising interest rates firmly on investors’ minds worldwide, the doom…
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Han Dieperink
Opinion
January 15, 2025

American ambition and European opportunities

The underperformance of European equities compared to U.S. equities reached unprecedented levels in…
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Gregory Kennedy
Opinion
January 14, 2025

Are regulations stifling investor appetite?

Are EU regulations making investing bland? Gregory Kennedy explores the balance between safety and…
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Jeroen Blokland
Opinion
January 13, 2025

Chart of the week: The Great Debasement

Scarce assets such as gold and bitcoin were among the best-performing investment categories of the…
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Han Dieperink
Opinion
January 7, 2025

Argentina's supply-side economy

Argentina was once one of the wealthiest nations in the world, richer than France or Germany. Much…
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Han Dieperink
Opinion
December 31, 2024

Midway through the Twenties

We find ourselves in the midst of the 2020s—a remarkable moment in time. Much like the “Roaring…
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Jeroen Blokland
Opinion
December 27, 2024

Chart of the week: The average return does not exist

Every year, I look with some amazement at the annual forecasts from the major financial institutions…
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Han Dieperink
Opinion
December 24, 2024

Room for more optimism

These are worrying times. Geopolitically, a new world war seems imminent. The challenges in Europe…
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Jeroen Blokland
Opinion
December 23, 2024

Chart of the week: China’s broken growth model

The financial media are buzzing with stories about the impact of Donald Trump as president…
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Gregory Kennedy
Opinion
December 18, 2024

Luxembourg’s balancing act

How much state is too much state in Luxembourg’s financial sector? Gregory Kennedy explores the fine…
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Jeroen Blokland
Opinion
December 16, 2024

Chart of the week: sentiment boost

“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less…
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