Opinion

Han de Jong
Opinion
July 29, 2025

Ruffling feathers in finance

Treasury Secretary Bessent suggests reviewing the Fed, an idea that’s ruffling feathers in central…
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Jeroen Blokland
Opinion
July 28, 2025

Chart of the week: celebration

While many economists were once again forecasting a recession and plenty of so-called market experts…
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Edin Mujagic
Opinion
July 25, 2025

ECB frustrated by strong euro, shows its inconsistency once again

It was June 2008 when I flew to New York to meet Paul Volcker for the first time. That trip is…
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Han Dieperink
Opinion
July 22, 2025

Frontier, emerging, and developed markets

Vietnamese finance minister Nguyen Van Thang met with representatives from FTSE Russell last week to…
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Jeroen Blokland
Opinion
July 21, 2025

Chart of the week: a mega regime shift on the horizon?

Developments in public finances are unfolding at such a rapid pace that there’s barely time left to…
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Christophe Santer
Opinion
July 16, 2025

Family offices: finance’s new identity crisis

Family offices blur traditional financial roles. They are asset owners, asset managers, and wealth…
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Han Dieperink
Opinion
July 15, 2025

Artificially intelligent wealth management

We are at the beginning of a fundamental transformation in wealth management. Financial decisions…
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Jeroen Blokland
Opinion
July 14, 2025

Chart of the week: lack of buyers

Each week, I think about which macro figure or market theme to explore in this column. Then, out of…
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Gertjan Verdickt
Opinion
July 11, 2025

What if your economic memory is too good?

Large language models may seem brilliant at making predictions, but often it’s just memorization…
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Longeval
Investing
July 9, 2025

Jan Longeval: ‘Turbulence in the Japanese bond market’

Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the…
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Han Dieperink
Opinion
July 8, 2025

The underestimation of artificial intelligence

Artificial intelligence continues to be underestimated—both in terms of its scale and the speed of…
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Jeroen Blokland
Opinion
July 7, 2025

Chart of the week: one big beautiful lie

It’s done. With the deciding vote cast—no less—by Vice President J.D. Vance, the “One Big Beautiful…
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Han Dieperink
Opinion
July 3, 2025

AI and the balanced portfolio

For generations of investors, the gospel was simple: invest in a balanced portfolio with 60 percent…
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Edin Mujagic
Opinion
June 30, 2025

Eurozone expands, but major concerns remain

Falling inflation and the European Central Bank’s (ECB) conviction that price increases will…
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