Opinion

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…
Read more
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…
Read more
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 –…
Read more
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…
Read more
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…
Read more
Gertjan Verdickt
Opinion
September 24, 2025

The profit paradox

For decades, it was an iron law for investors: in the long run, the stock market follows economic…
Read more
Han Dieperink
Opinion
September 23, 2025

Greed is a stronger emotion than fear

The Federal Reserve last week cut interest rates from 4.25–4.50 percent to 4.00–4.25 percent and…
Read more
Jeroen Blokland
Opinion
September 22, 2025

Chart of the week: rethinking

UK inflation is far too high, and the policy rate is far too low. That might sound odd, but if you…
Read more
Gertjan Verdickt
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…
Read more
Jeroen Blokland
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…
Read more

Most recent

overdracht familiebedrijf
Investing

Outsourcing presents new challenges for private banks

Read more
Granola-Antoni Shkraba-Pexels
Expert Panel

Morningstar: Fidelity versus Pimco in global diversified bonds

Read more
The offices of CSSF in Luxembourg. Photo: IO.
Supervision

CSSF sees valuation progress but gaps remain

Read more
Eve-Marie Bussière - JP Morgan Asset Management
Transfers

Transfers: JP Morgan AM, Fundrock, Axa, Ogier, ICG, Eaglestone, Pictet, LFDE, Hypovereinsbank, Aberdeen

Read more
Een reeks chips
Investing

Nvidia jitters deepen AI investors’ dilemma

Read more