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Opinion
Opinion
September 17, 2025
Why a zero allocation to crypto is hard to justify
Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin…
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Opinion
September 15, 2025
Chart of the week: fresh start
What could hardly be considered a surprise anymore still turned into one. The annual revision of US…
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Opinion
September 9, 2025
How local climate perception affects asset valuations
In a world where climate risk is becoming an increasingly prominent factor, I argue that the…
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Opinion
September 8, 2025
Chart of the week: ‘Les problèmes’
Lovely vacation or not, some things never change. Like the seemingly endless task of filling lunch…
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Opinion
September 5, 2025
Investing in the US or in Asia?
Wie instapte na de aankondiging van de Amerikaanse importheffingen (2 april), behaalde bijna 30…
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Opinion
September 2, 2025
WTax: Clearer tax reclaim timelines mean smarter planning
Withholding tax reclaims are often slowed by factors outside an investor’s control. Yet…
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Opinion
September 2, 2025
Work ennobles (less and less)
What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies…
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Opinion
August 29, 2025
While the eurozone sinks, the orchestra plays in Frankfurt
At the Weseler Werft, a green strip along the river Main in Frankfurt with a view of the European…
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Opinion
August 27, 2025
ANA or active non-alignment
Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean…
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Opinion
August 26, 2025
The vision of Masayoshi Son
In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John…
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Most recent
Expert Panel
Morningstar: Bluebay versus Evli as auto bonds sell off
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Investing
Who are Fed-watchers actually watching now?
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In the AI rally, the question now is who earns back the billions
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