Opinion

Han Dieperink
Opinion
September 10, 2024

Geopolitical conflicts over microchips

China and Japan are once again on a collision course, this time over the highly strategic…
Read more
Jeroen Blokland
Investing
September 9, 2024

Surely this must be the end of the rally

The equity allocation of US households has risen to 60 percent. The last time stocks had this much…
Read more
Edin Mujagic
Investing
September 2, 2024

Is the Eurozone really outperforming the U.S. on debt? Not so fast!

It might seem like Europe has its financial house in better order than the United States. But hold…
Read more
Jeroen Blokland
Opinion
August 26, 2024

Chart of the Week: a chart that argues against a recession

A new (American) recession remains a hot topic. And it’s understandable because a significant series…
Read more
Han Dieperink
Opinion
August 21, 2024

Don't invest in banks, except those from Japan

If you want to generate returns through stocks, focus on companies that achieve a higher return on…
Read more
Jeroen Blokland
Investing
August 19, 2024

Chart of the week: The great rebalancing

Government bonds have long enjoyed a special place in investors’ portfolios. Often seen as a…
Read more
Jeroen Blokland
Investing
August 12, 2024

Unfortunately, this is not the end of the carry trade

The Bank of Japan unexpectedly raised interest rates, and for those who did expect it, the increase…
Read more
Gregory Kennedy
Asset Servicing
August 7, 2024

Luxembourg labyrinth: Daisy Mae’s quest to launch a fund

Daisy Mae faces a complex journey launching a railway investment fund in Luxembourg amidst…
Read more
Jeroen Blokland
Investing
August 5, 2024

Time to question the central bank herd mentality

Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and…
Read more
Han Dieperink
Opinion
July 25, 2024

JD Vance as the new power player

Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate…
Read more

Most recent

Software PC - Lukas Blazek - Pexels
Expert Panel

Morningstar: Guinness versus T. Rowe Price in global equity, ft. software exposure

Read more
Nuveen - Schroders
Asset Managers

Schroders ends 222 years of family control in US takeover

Read more
Afbeelding van Markus Spiske via Unsplash
Investing

Convergence in European government bonds seen near its limits

Read more
Laura Bayley has been named CEO of Eurex Clearing. Photo: Deutsche Boerse.
Transfers

Transfers: Eurex, PGIM, Franklin Templeton, Janus Henderson, Fidelity, Metzler

Read more
Dr. Sebastiaan Hooghiemstra and Gabriël Storm. Photo: Loyens & Loeff
Laws and Regulations

Interpreting the ‘look-through’ for intermediary entities for Eltifs

Read more