Opinion

Jeroen Blokland
Opinion
today

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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
Han Dieperink
Opinion
June 17, 2025

Outperforming bitcoin with bitcoin

The question of how best to incorporate bitcoin into an investment portfolio is becoming…
Read more
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…
Read more
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…
Read more

Most recent

Mahmood Pradhan articulates Amundi's articulating global macro economic views. Photo: IMF.
Investing

Without a real banking union, EU’s investment union is a mirage

Read more
Jeroen Blokland
Opinion

Chart of the week: one big beautiful lie

Read more
Pexels - Foto door Joshua Woroniecki
Expert Panel

Morningstar: Baillie Gifford versus GQG Capital in growth stocks

Read more
Has Aladdin met its match in Amundi's Alto? Image generated by AI.
Technology

Alto! Amundi casts a European spell on Aladdin

Read more
Hind El Gaidi, president of LPEA. Photo: ICG.
News

Hind El Gaidi named LPEA president, succeeding Mansfeldt

Read more