Opinion

Christophe Santer
Asset Servicing
June 25, 2025

The ESG blind spot: AI’s social toll on global labor

As artificial intelligence takes over functions once handled by offshore teams, asset managers and…
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Han Dieperink
Opinion
June 24, 2025

The end of the Japanese miracle

The spectacular rally in Japanese equities appears to be over after many years of strong gains…
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Jeroen Blokland
Opinion
June 23, 2025

Chart of the week: under control

Under control. No, that title isn’t about Iranian airspace—although, with recent developments, an…
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Gertjan Verdickt
Opinion
June 20, 2025

The end of value investing?

The decline of value investing is not a recent phenomenon but a process that has been unfolding for…
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Han Dieperink
Opinion
June 17, 2025

Outperforming bitcoin with bitcoin

The question of how best to incorporate bitcoin into an investment portfolio is becoming…
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Jeroen Blokland
Opinion
June 16, 2025

Chart of the week: reality check

European policymakers, economists, and politicians are in desperate need of a reality check—an…
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Jan Vergote
Opinion
June 12, 2025

The dollar: a currency of contradictory views—time for an update

Some analysts are talking about the end of dollar dominance. They primarily point to the erosion of…
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Han Dieperink
Opinion
June 11, 2025

The dollar remains king

The US dollar has experienced a spectacular decline in recent months. Investors call it a correction…
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Jeroen Blokland
Opinion
June 10, 2025

Chart of the week: the ECB is seeing stars

Economists have a knack for elevating seemingly simple assumptions into so-called science—even…
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Gertjan Verdickt
Opinion
June 4, 2025

Return is a chosen illusion

At the heart of financial research lies a seemingly simple question: what is the risk-return profile…
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Edin Mujagic
Opinion
June 3, 2025

Euro as a challenger to the dollar?

The U.S. dollar is taking a beating. I’m not just referring to its exchange rate, but also to the…
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Jeroen Blokland
Opinion
June 2, 2025

Chart of the week: a real shortfall

Some periodic reports and studies are more informative and enjoyable than others. As far as I’m…
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Han de Jong
Opinion
May 27, 2025

More defense spending, fewer rules

Is Europe’s defense push justified? Han de Jong questions rising military budgets and the EU’s long…
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Jeroen Blokland
Opinion
May 26, 2025

Chart of the week: and then there were nine

Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of…
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