Opinion

Gertjan Verdickt
Investing
August 12, 2025

Why even pros get beta wrong

Beta shows to what extent a portfolio moves in line with the market. But how well do investors…
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Han de Jong
Opinion
August 11, 2025

Greece: Economic comeback? Or just a stimulus illusion?

Greece is booming again, but is the recovery real or just stimulus-driven? Han de Jong examines the…
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Anne Gram
Opinion
August 7, 2025

In the long run, optimists still win

Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of…
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Han Dieperink
Opinion
August 6, 2025

Déjà vu: from Internet revolution to AI revolution

Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and…
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Jeroen Blokland
Opinion
July 31, 2025

Chart of the week: The Next Catalyst

Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
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Han de Jong
Opinion
July 29, 2025

Ruffling feathers in finance

Treasury Secretary Bessent suggests reviewing the Fed, an idea that’s ruffling feathers in central…
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Jeroen Blokland
Opinion
July 28, 2025

Chart of the week: celebration

While many economists were once again forecasting a recession and plenty of so-called market experts…
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Edin Mujagic
Opinion
July 25, 2025

ECB frustrated by strong euro, shows its inconsistency once again

It was June 2008 when I flew to New York to meet Paul Volcker for the first time. That trip is…
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Han Dieperink
Opinion
July 22, 2025

Frontier, emerging, and developed markets

Vietnamese finance minister Nguyen Van Thang met with representatives from FTSE Russell last week to…
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Jeroen Blokland
Opinion
July 21, 2025

Chart of the week: a mega regime shift on the horizon?

Developments in public finances are unfolding at such a rapid pace that there’s barely time left to…
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