Opinion

Han Dieperink
Opinion
Yesterday

The balance of trade equilibrium

Last week, China’s trade surplus crossed the threshold of one thousand billion dollar for the first…
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Jeroen Blokland
Opinion
December 15, 2025

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
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Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
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Jeroen Blokland
Opinion
December 8, 2025

Chart of the week: big fireworks in 2026?

It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
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Wouter Weijand
Opinion
December 4, 2025

Manager selection: is it alpha or beta?

With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging…
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Jeroen Blokland
Opinion
December 1, 2025

Chart of the week: the unfair fight of stablecoins

The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the…
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Gertjan Verdickt
Opinion
November 26, 2025

The Passive Paradox: how index funds distort the market and harm investors

For decades, we have embraced the rise of passive investing (hammock investing) as the ultimate…
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Christophe Santer
Opinion
November 25, 2025

Schengen’s lessons for global fund distribution

Fund passports were built on the same vision that shaped the Schengen Zone: shared trust and…
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Han Dieperink
Opinion
November 25, 2025

How Brussels regulated sustainability to death

It was a master plan. The Sustainable Finance Disclosure Regulation was supposed to send massive…
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Jeroen Blokland
Opinion
November 24, 2025

Chart of the week: liquidity problems

Financial markets are under pressure. Not only stocks but also other asset classes are mostly moving…
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Most recent

Michael Lasala & Ludwig Graf, Citi
Investing

Weather aside, Luxembourg is winning over young bankers

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Comeback of Europe. Image: Defigners
Investing

Europe thé comeback category for 2026, according to asset managers

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Skyline banks Frankfurt. Photo by Matthias Münning on Unsplash
Asset Allocation

Europe’s banks have very little room to absorb shocks

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Pexels - Gundula Vogel
Investing

‘Coffee prices are excessively high’

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Microsoft
Investing

Corporate bonds challenge government debt as a safe haven

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