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Opinion
Opinion
June 3, 2025
Euro as a challenger to the dollar?
The U.S. dollar is taking a beating. I’m not just referring to its exchange rate, but also to the…
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Opinion
June 2, 2025
Chart of the week: a real shortfall
Some periodic reports and studies are more informative and enjoyable than others. As far as I’m…
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Opinion
May 27, 2025
More defense spending, fewer rules
Is Europe’s defense push justified? Han de Jong questions rising military budgets and the EU’s long…
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Opinion
May 26, 2025
Chart of the week: and then there were nine
Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of…
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Opinion
May 21, 2025
Private markets test wealth managers' tech limits
The rise of Eltif 2.0 and private market retail access is exposing a critical weakness: legacy…
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Opinion
May 20, 2025
Triple-A tango
Last Friday, it finally happened: Moody’s—the last credit rating agency still holding on to a shred…
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Opinion
May 19, 2025
Chart of the week: The weakest link
Remember that BBC quiz show with the notoriously blunt Anne Robinson, who ended each round with the…
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Opinion
May 13, 2025
Über-capitalist becomes communist
One fascinating espionage technique during the Cold War was the “sleeper mole.” These were Soviet…
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Opinion
May 12, 2025
Chart of the week: Mar-a-Lago: pressure, predicament, and drama
President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the…
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Opinion
May 7, 2025
The true strength of Buffett: loyalty to a simple strategy
Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.
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Investing
Adding private markets means paying twice for the same risk
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Opinion
The acceleration
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Expert Panel
Morningstar: Schroders versus T. Rowe Price in global equities
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Asset Allocation
Asset owners push asset managers back into net zero alliance
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Transfers
Transfers: Anthos, Morgan Stanley, Partners Group, PGIM, Intesa Sanpaolo
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