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Opinion
Opinion
July 28, 2026
The cheapest bubble ever
Anyone claiming to see a bubble should be able to point to excessive valuations. That is precisely…
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Opinion
July 27, 2026
The market is mumbling less and less
On October 22, 1987, three days after Black Monday, the US stock market fell nearly 4 percent. What…
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Opinion
July 27, 2026
Chart of the week: the AI price tag everyone is missing
Stories about AI stocks have been dominated for months by questions about valuations. Yet while most…
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Opinion
July 21, 2026
Bad news from China is good news for investors
China’s economy grew less than expected, and that very prospect of additional stimulus is positive…
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Opinion
July 20, 2026
Chart of the week: inflation begins where confidence ends
Some investors and people concerned about the enormous mountain of government debt tend to see only…
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Opinion
July 14, 2026
Why the traditional sector classification no longer works
The GICS, the globally used sector classification system for publicly traded companies introduced in…
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Opinion
July 13, 2026
The hidden cost of an IPO
On June 4, S&P Dow Jones may have saved your S&P500 index funds from a hidden bill. The index…
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Opinion
July 13, 2026
Chart of the week: risk bubble
AI stocks have stolen the spotlight for years. Over the past few months, that trend has become so…
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Opinion
July 7, 2026
Climate is no longer hot. The energy transition still is
Under the headline Climate (Change) Is No Longer Hot, Dutch financial daily Het Financieele Dagblad…
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Opinion
July 6, 2026
Chart of the week: they got it wrong again!
By now, it no longer surprises me that gurus who repeatedly predict apocalypses, stock market…
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Investing
French bond market stress revives memories of the eurozone crisis
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Asset Managers
Former Mainfirst managers make their mark at Laiqon
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Expert Panel
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Asset Servicing
Why winding down funds can take years
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Events
Portfolio Day: Investors can get markets right for the wrong reasons
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