Opinion

Dr Sofia Harrschar, country head Luxembourg, Universal Investment. Photo: UI.
Opinion
September 14, 2022

Sofia Harrschar: Investors find stability in alternatives

Economic insecurities on a broad scale are increasingly impacting the decision making of…
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Jeroen Blokland
Investing
September 12, 2022

Chart of the week: A few rate hikes, but then what?

In retrospect, we can say that central banks used the annual Jackson Hole symposium to revive their…
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Jeroen Blokland
Opinion
September 5, 2022

Chart of the week: the yuan as sentiment indicator

With China using interest rates again to defuse the property crisis, and the Federal Reserve making…
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Han Dieperink: the added value of low volatility
Asset Allocation
September 1, 2022

The added value of low volatility

Low-risk stocks do better in the long run than high-risk stocks. For the record, this story equates…
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Edin Mujagić, chief economist at OHV Asset Managemnt.
Opinion
August 31, 2022

The ECB fails since 1999!

“In accordance with Article 105(1) of the Treaty, the primary objective of the ESCB shall be to…
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Jeroen Blokland
Investing
August 29, 2022

Chart of the week: German inflation nearing 10%

It was a huge shock. The 37.2 percent increase in German producer prices, or PPI, for July that the…
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Jan Vergote is a former chief strategist at Belfius Bank and set up the Investment Talks initiative. He is an Investment Officer knowledge expert.
Investing
August 26, 2022

Jan Vergote: central bankers and inflation... quo vadis?

In the last month, we have seen a sharp recovery in the stock market that most analysts (including…
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Jerome Powell, President of the Federal Reserve.
Opinion
August 24, 2022

Han Dieperink: interest rates must rise further

The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
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Jeroen Blokland
Opinion
August 22, 2022

Chart of the week: valuation as decisive factor

Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
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High gas prices, Flickr photo by Steve Baker
Opinion
August 18, 2022

Han Dieperink: alternatives for energy

European gas and electricity prices break records almost daily. The effect of energy on an economy…
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HSBC & BOC, foto via Flickr door november-13
Asset Managers
August 17, 2022

No dollar, no crypto, but the e-yuan

The value of a currency is based on trust. The Russian sanctions have not helped the status of…
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Jeroen Blokland
Opinion
August 15, 2022

Chart of the week: Misery Index

The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Wall St. bull market
Asset Managers
August 11, 2022

Forty years of the bull market

Forty years ago this week the bull market started in the United States. Not just any bull market…
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Jeroen Blokland
Opinion
August 8, 2022

Chart of the week: Walmart profit warning is a warning sign

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
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