Opinion

Gertjan Verdickt
Opinion
December 30, 2025

From lottery bonds to cryptocurrencies: the rational gamble of the small investor

For the average institutional investor, the appeal of lottery-like stocks—shares with a low price…
Read more
Han Dieperink
Opinion
December 24, 2025

Halfway to the tipping point

The Cambrian explosion of AI-driven life forms has begun. Under the collective label of artificial…
Read more
Max Severijns
Opinion
December 22, 2025

Democrats are set to win but the timing is awful

The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
Read more
Jeroen Blokland
Opinion
December 22, 2025

Chart of the week: few US jobs, how so?

There was eager anticipation for a new US labor market report. And not only because the flow of…
Read more
Gertjan Verdickt
Opinion
December 19, 2025

Fed and politics

In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
Read more
Han Dieperink
Opinion
December 16, 2025

The balance of trade equilibrium

Last week, China’s trade surplus crossed the threshold of one thousand billion dollar for the first…
Read more
Jeroen Blokland
Opinion
December 15, 2025

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
Read more
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