Opinion

Gertjan Verdickt
Opinion
Yesterday

Forget ‘superstar city’: a new look at REIT cash flows

A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial…
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Han Dieperink
Opinion
October 15, 2025

Donald Trump and the Nobel Peace Prize

The recent developments in the Middle East make one thing absolutely clear: president Donald Trump…
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Christophe Santer
Opinion
October 14, 2025

The death of IPOs, long live Luxembourg

The public markets are shrinking, but private capital is booming, and Luxembourg is quietly building…
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Jeroen Blokland
Opinion
October 13, 2025

Chart of the week: the euro is heavily overvalued

So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That…
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Han Dieperink
Opinion
October 8, 2025

Answers from the campfire

Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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Gertjan Verdickt
Opinion
October 7, 2025

The human factor in factor investing

Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Jeroen Blokland
Opinion
October 6, 2025

Chart of the week: it just keeps going

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Han Dieperink
Opinion
September 30, 2025

The crash of October

October has a bad reputation in the markets. The biggest crashes in history – 1929, 1987, and 2008 –…
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Jeroen Blokland
Opinion
September 29, 2025

Chart of the week: valuation issues

Stocks are extremely expensive, so it’s just a matter of time before the markets collapse. The next…
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Edin Mujagic
Opinion
September 26, 2025

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising…
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Most recent

Bhavneet Ahluwalia, investment specialist at M&G. Photo: M&G.
Asset Allocation

Investors are rediscovering Europe’s value, says M&G

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A market in Colombia. Photo by Carlos Zuluaga/Pexels.
Expert Panel

Morningstar: T. Rowe Price vs MFS Meridian in global EM bonds

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Gertjan Verdickt
Opinion

Forget ‘superstar city’: a new look at REIT cash flows

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Data
Asset Servicing

S&P megadeal confirms it: data on private markets are big business

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Jeff Wrona
Investing

World’s top US growth manager puts faith in God, not tech-bubble prophets

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