Opinion

Han Dieperink
Opinion
August 5, 2026

The tail wags the dog

History never repeats itself in financial markets, but it often rhymes.
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Jeroen Blokland
Opinion
August 3, 2026

Terry Smith is right about AI, that’s why we’re not changing anything

AI is changing the market. Technology giants such as Alphabet cannot escape the enormous investments…
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Edin Mujagic
Opinion
July 31, 2026

How not to deal with high inflation

When is a central bank fighting inflation too aggressively? A commonly used yardstick for answering…
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Han Dieperink
Opinion
July 28, 2026

The cheapest bubble ever

Anyone claiming to see a bubble should be able to point to excessive valuations. That is precisely…
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Gertjan Verdickt
Opinion
July 27, 2026

The market is mumbling less and less

On October 22, 1987, three days after Black Monday, the US stock market fell nearly 4 percent. What…
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Jeroen Blokland
Opinion
July 27, 2026

Chart of the week: the AI price tag everyone is missing

Stories about AI stocks have been dominated for months by questions about valuations. Yet while most…
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Han Dieperink
Opinion
July 21, 2026

Bad news from China is good news for investors

China’s economy grew less than expected, and that very prospect of additional stimulus is positive…
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Jeroen Blokland
Opinion
July 20, 2026

Chart of the week: inflation begins where confidence ends

Some investors and people concerned about the enormous mountain of government debt tend to see only…
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Han Dieperink
Opinion
July 14, 2026

Why the traditional sector classification no longer works

The GICS, the globally used sector classification system for publicly traded companies introduced in…
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Gertjan Verdickt
Opinion
July 13, 2026

The hidden cost of an IPO

On June 4, S&P Dow Jones may have saved your S&P500 index funds from a hidden bill. The index…
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CIO Asset class battle. Portfolio Day Brussel, 2026. Credit: Lieven Van Assche
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