Opinion

Jeroen Blokland
Opinion
September 22, 2025

Chart of the week: rethinking

UK inflation is far too high, and the policy rate is far too low. That might sound odd, but if you…
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Gertjan Verdickt
Opinion
September 17, 2025

Why a zero allocation to crypto is hard to justify

Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin…
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Jeroen Blokland
Opinion
September 15, 2025

Chart of the week: fresh start

What could hardly be considered a surprise anymore still turned into one. The annual revision of US…
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Gertjan Verdickt
Opinion
September 9, 2025

How local climate perception affects asset valuations

In a world where climate risk is becoming an increasingly prominent factor, I argue that the…
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Jeroen Blokland
Opinion
September 8, 2025

Chart of the week: ‘Les problèmes’

Lovely vacation or not, some things never change. Like the seemingly endless task of filling lunch…
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Jan Vergote
Opinion
September 5, 2025

Investing in the US or in Asia?

Wie instapte na de aankondiging van de Amerikaanse importheffingen (2 april), behaalde bijna 30…
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WTax - Reuben John
Opinion
September 2, 2025

WTax: Clearer tax reclaim timelines mean smarter planning

Withholding tax reclaims are often slowed by factors outside an investor’s control. Yet…
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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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