Opinion

Jeroen Blokland
Investing
August 12, 2024

Unfortunately, this is not the end of the carry trade

The Bank of Japan unexpectedly raised interest rates, and for those who did expect it, the increase…
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Gregory Kennedy
Asset Servicing
August 7, 2024

Luxembourg labyrinth: Daisy Mae’s quest to launch a fund

Daisy Mae faces a complex journey launching a railway investment fund in Luxembourg amidst…
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Jeroen Blokland
Investing
August 5, 2024

Time to question the central bank herd mentality

Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and…
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Han Dieperink
Opinion
July 25, 2024

JD Vance as the new power player

Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate…
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Jeroen Blokland
Opinion
July 15, 2024

Schade Deutschland, alles ist vorbei

Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.
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Han Dieperink
Opinion
July 10, 2024

The vanished housing market

House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a…
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Jeroen Blokland
Investing
July 8, 2024

Ferrytales

It is high time for asset managers to reassess their private equity allocations, argues Jeroen…
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Edin Mujagic
Opinion
July 2, 2024

Inimitable ECB

Data-dependent, that was perhaps the word we heard most often from the president of the European…
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Jeroen Blokland
Investing
July 1, 2024

Will debt sink the American empire?

With the United States facing another daunting budget deficit of seven percent of GDP this year…
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Investing
June 25, 2024

Value investing is dead, long live value investing

A company’s human capital is difficult to value, but the art of attracting and retaining talent is…
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Investing
June 24, 2024

High interest rates as an explanation for strong economy? Nonsense!

Financial markets and economies are often inscrutable. As an investor, you just have to put up with…
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Investing
June 18, 2024

Vive la sixième république!

Never before have there been so many elections in a single year, and yet another one looms.
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Investing
June 17, 2024

Vive la France!

The European election results have sent shockwaves through traditional media and financial markets…
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Gregory Kennedy
Opinion
June 12, 2024

The EU risks becoming an open-air museum

While tourists flock to locations steeped in history, investors take the opposite approach; they…
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