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Opinion
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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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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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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Investing
June 10, 2024
Finally, a stir
The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been…
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Opinion
June 4, 2024
More market, less government
There have been many criticisms of capitalism in recent years. These were mainly attempts to get rid…
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Investing
June 3, 2024
House prices defy predictions
US house prices have climbed over 6% in the past year, pushing the value of homes nearly 3% above…
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Sector
May 31, 2024
AI in investment services: A double-edged sword
Artificial intelligence (AI) is reshaping the financial landscape with promises of efficiency…
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Opinion
May 29, 2024
Seeing northern lights? Almost as rare as an ECB interest rate shift
Imagine standing in the Dutch polder, gazing at a sky illuminated by the ethereal northern lights…
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Opinion
May 27, 2024
The end of the dollar dominance?
China’s recent massive sell-off of U.S. government bonds has financial headlines buzzing. This…
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Opinion
May 22, 2024
New Esma opinion redrafts Eltif provisions on liquidity
Ever since the European Securities and Markets Authority, Esma, published its final report on the…
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