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Opinion
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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Opinion
August 25, 2025
Confessions of a former chief economist
Recently, Donald Trump urged Goldman Sachs to fire its chief economist. According to the president…
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Opinion
August 21, 2025
The finfluencer revolution is unstoppable
In the world of investment advice, a new player has emerged that leaves traditional analysts behind…
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Opinion
August 20, 2025
Private equity in a higher-for-longer world
As interest rates stay elevated, private equity firms must relearn how to create value, with…
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Opinion
August 19, 2025
The robot central banker
Jerome Powell is facing what may well be the most important speech of his career. This week, at the…
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Investing
August 13, 2025
When the index calls the shots
Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto…
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