Opinion

Christophe Santer
Opinion
October 21, 2025

The reverse silk road: why Asian money now lands in Luxembourg

Asian investors are turning to Luxembourg as their preferred gateway to global private markets. The…
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Jeroen Blokland
Opinion
October 20, 2025

Chart of the week: the balance dance

The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s…
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Gertjan Verdickt
Opinion
October 17, 2025

Forget ‘superstar city’: a new look at REIT cash flows

A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial…
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Han Dieperink
Opinion
October 15, 2025

Donald Trump and the Nobel Peace Prize

The recent developments in the Middle East make one thing absolutely clear: president Donald Trump…
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Christophe Santer
Opinion
October 14, 2025

The death of IPOs, long live Luxembourg

The public markets are shrinking, but private capital is booming, and Luxembourg is quietly building…
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Jeroen Blokland
Opinion
October 13, 2025

Chart of the week: the euro is heavily overvalued

So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That…
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Han Dieperink
Opinion
October 8, 2025

Answers from the campfire

Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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Gertjan Verdickt
Opinion
October 7, 2025

The human factor in factor investing

Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Jeroen Blokland
Opinion
October 6, 2025

Chart of the week: it just keeps going

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Han Dieperink
Opinion
September 30, 2025

The crash of October

October has a bad reputation in the markets. The biggest crashes in history – 1929, 1987, and 2008 –…
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Jeroen Blokland
Opinion
September 29, 2025

Chart of the week: valuation issues

Stocks are extremely expensive, so it’s just a matter of time before the markets collapse. The next…
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Edin Mujagic
Opinion
September 26, 2025

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising…
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Gertjan Verdickt
Opinion
September 24, 2025

The profit paradox

For decades, it was an iron law for investors: in the long run, the stock market follows economic…
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Han Dieperink
Opinion
September 23, 2025

Greed is a stronger emotion than fear

The Federal Reserve last week cut interest rates from 4.25–4.50 percent to 4.00–4.25 percent and…
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