Opinion

Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
Read more
Jeroen Blokland
Opinion
December 8, 2025

Chart of the week: big fireworks in 2026?

It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
Read more
Wouter Weijand
Opinion
December 4, 2025

Manager selection: is it alpha or beta?

With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging…
Read more
Jeroen Blokland
Opinion
December 1, 2025

Chart of the week: the unfair fight of stablecoins

The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the…
Read more
Gertjan Verdickt
Opinion
November 26, 2025

The Passive Paradox: how index funds distort the market and harm investors

For decades, we have embraced the rise of passive investing (hammock investing) as the ultimate…
Read more
Christophe Santer
Opinion
November 25, 2025

Schengen’s lessons for global fund distribution

Fund passports were built on the same vision that shaped the Schengen Zone: shared trust and…
Read more
Han Dieperink
Opinion
November 25, 2025

How Brussels regulated sustainability to death

It was a master plan. The Sustainable Finance Disclosure Regulation was supposed to send massive…
Read more
Jeroen Blokland
Opinion
November 24, 2025

Chart of the week: liquidity problems

Financial markets are under pressure. Not only stocks but also other asset classes are mostly moving…
Read more
Randy Pattiselanno
Opinion
November 21, 2025

What remains of Europe’s sustainable ambitions?

It was in May 2018 that the European Commission launched its highly ambitious European Sustainable…
Read more
Han Dieperink
Opinion
November 18, 2025

Halfway through the AI bubble

Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who…
Read more
Jeroen Blokland
Opinion
November 17, 2025

Chart of the week: apples and pears

Unless you’ve been living under a rock for the past twelve months, you can’t have missed witnessing…
Read more
Han Dieperink
Opinion
November 11, 2025

Waste as the price of innovation

There’s an ongoing debate about whether artificial intelligence is in a bubble. The more important…
Read more
Jeroen Blokland
Opinion
November 10, 2025

Chart of the week: what’s expensive?

Now that Trump has been taking things a bit easier over the past few weeks, stock valuations have…
Read more
Christophe Santer
Opinion
November 7, 2025

What private markets can learn from hospitality

As AI transforms fund administration, the true differentiator will not be process but people. The…
Read more