Opinion

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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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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Raymond Frenken
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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Opinion
May 21, 2024

Where is the recession?

In recent months, there has been a notable absence of discourse surrounding the prospect of a…
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