Opinion

Jeroen Blokland
Opinion
November 17, 2025

Chart of the week: apples and pears

Unless you’ve been living under a rock for the past twelve months, you can’t have missed witnessing…
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Han Dieperink
Opinion
November 11, 2025

Waste as the price of innovation

There’s an ongoing debate about whether artificial intelligence is in a bubble. The more important…
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Jeroen Blokland
Opinion
November 10, 2025

Chart of the week: what’s expensive?

Now that Trump has been taking things a bit easier over the past few weeks, stock valuations have…
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Christophe Santer
Opinion
November 7, 2025

What private markets can learn from hospitality

As AI transforms fund administration, the true differentiator will not be process but people. The…
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Gertjan Verdickt
Opinion
November 5, 2025

The myth of “free” dividends

A targeted educational intervention can break the free dividends fallacy among retail investors. The…
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Christophe Santer
Opinion
November 4, 2025

The great intermediary reboot

Private markets no longer run in straight lines. Intermediaries are merging, data is flowing, and…
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Edin Mujagic
Opinion
November 4, 2025

A strong euro? Quite the opposite

It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York…
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Jeroen Blokland
Opinion
November 3, 2025

Chart of the week: the short-term memory of investors, economists, and experts

It took a little longer than expected, but the delayed US inflation figure for October came in just…
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Wouter Weijand
Opinion
October 30, 2025

Who will still want those guzzlers later on?

The bulk of US economic growth this year can be attributed to data centers. But what will all that…
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Jeroen Blokland
Opinion
October 27, 2025

Chart of the week: 海 市 蜃 楼

The title of this column is the Chinese word for “mirage” or “illusion.” Hot air, in other words…
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Luxembourg’s Theaterplaatz. Photo by Ulrich Lantermann via Wikimedia.
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The continuation of the semiconductor supercycle

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