Opinion

Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
May 6, 2022

In Flux: Europe’s own SEC

Luxembourg loves the new new thing, especially when it comes to financial legislation. The big…
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Oil exploration. Photo via Unsplash.
Opinion
May 5, 2022

Demand for oil grows at the drop of a hat

Major investors like Warren Buffett and Goldman Sachs are increasing their positions in oil stocks…
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Jeroen Blokland
Opinion
May 4, 2022

Chart of the week: managers remain overweight on risk

The latest edition of the Bank of America Global Fund Manager Survey shows that fund managers are…
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Jeroen Blokland
Opinion
April 25, 2022

Chart of the week: Rising rates reduce appeal of stocks

Bond yields have shot up worldwide. The US 10-year yield stands at 2.90 percent compared to 1.50…
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Opinion
April 21, 2022

Green inflation

For the moment, inflation is largely caused by a sharp increase in energy prices. Two years ago, the…
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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
April 15, 2022

In Flux: a bubbling housing market, Reifs and rising rates

If there is one economic lesson my father, a construction engineer, taught me, it’s that mortgage…
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A BNSF coal train in Wyoming. Photo via Flickr.
Sector
April 14, 2022

Warren Buffett's inflation-proof portfolio

Not surprisingly, Berkshire Hathaway has risen 16 percent this year and has outperformed the S&P 500…
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Jeroen Blokland
Opinion
April 7, 2022

Chart of the week: What do we really know about inflation?

Most research papers on inflation focus on the period from 1950, after World War II, or from the…
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Opinion
March 31, 2022

Moral hazard

After the stock market crash of 1987, measures were taken to prevent a new financial drama in the…
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Jeroen Blokland
Opinion
March 28, 2022

Chart of the week: end of the housing bubble?

US mortgage rates have shot up since the start of this year. The 30-year fixed rate stands at 4.5…
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Opinion
March 24, 2022

A bull market for inflation

The biggest risk for investors at the moment is high inflation. While the market places too much…
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Jeroen Blokland
Opinion
March 21, 2022

Contradicting investors

I am a fan of the Bank of America Global Fund Manager Survey. Not only because this survey covers…
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Russia and China
Opinion
February 24, 2022

The second Cold War is hot

Western leaders are struggling with their response to Putin’s latest challenge. They agree that it…
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Market analysis
Opinion
February 17, 2022

The year of the stock picker

For two decades in a row money has money has flowed out of active funds. Last year, 100 billion euro…
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