Opinion

Stefan Duchateau
Opinion
September 2, 2025

Work ennobles (less and less)

What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies…
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Edin Mujagic
Opinion
August 29, 2025

While the eurozone sinks, the orchestra plays in Frankfurt

At the Weseler Werft, a green strip along the river Main in Frankfurt with a view of the European…
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Jan Vergote
Opinion
August 27, 2025

ANA or active non-alignment

Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean…
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Han Dieperink
Opinion
August 26, 2025

The vision of Masayoshi Son

In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John…
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Han de Jong
Opinion
August 25, 2025

Confessions of a former chief economist

Recently, Donald Trump urged Goldman Sachs to fire its chief economist. According to the president…
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Gertjan Verdickt
Opinion
August 21, 2025

The finfluencer revolution is unstoppable

In the world of investment advice, a new player has emerged that leaves traditional analysts behind…
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Christophe Santer
Opinion
August 20, 2025

Private equity in a higher-for-longer world

As interest rates stay elevated, private equity firms must relearn how to create value, with…
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Han Dieperink
Opinion
August 19, 2025

The robot central banker

Jerome Powell is facing what may well be the most important speech of his career. This week, at the…
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Han Dieperink
Investing
August 13, 2025

When the index calls the shots

Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto…
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Gertjan Verdickt
Investing
August 12, 2025

Why even pros get beta wrong

Beta shows to what extent a portfolio moves in line with the market. But how well do investors…
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Han de Jong
Opinion
August 11, 2025

Greece: Economic comeback? Or just a stimulus illusion?

Greece is booming again, but is the recovery real or just stimulus-driven? Han de Jong examines the…
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Anne Gram
Opinion
August 7, 2025

In the long run, optimists still win

Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of…
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Han Dieperink
Opinion
August 6, 2025

Déjà vu: from Internet revolution to AI revolution

Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and…
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Jeroen Blokland
Opinion
July 31, 2025

Chart of the week: The Next Catalyst

Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
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