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Opinion
Opinion
January 7, 2025
Argentina's supply-side economy
Argentina was once one of the wealthiest nations in the world, richer than France or Germany. Much…
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Opinion
December 31, 2024
Midway through the Twenties
We find ourselves in the midst of the 2020s—a remarkable moment in time. Much like the “Roaring…
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Opinion
December 27, 2024
Chart of the week: The average return does not exist
Every year, I look with some amazement at the annual forecasts from the major financial institutions…
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Opinion
December 24, 2024
Room for more optimism
These are worrying times. Geopolitically, a new world war seems imminent. The challenges in Europe…
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Opinion
December 23, 2024
Chart of the week: China’s broken growth model
The financial media are buzzing with stories about the impact of Donald Trump as president…
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Opinion
December 18, 2024
Luxembourg’s balancing act
How much state is too much state in Luxembourg’s financial sector? Gregory Kennedy explores the fine…
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Opinion
December 16, 2024
Chart of the week: sentiment boost
“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less…
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Opinion
December 9, 2024
Chart of the week: How a forgotten recession indicator is becoming even more important
Some macroeconomic indicators carry more weight than others. But does this mean investors always pay…
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Opinion
December 6, 2024
Certificate inflation
The number of candidates taking CFA exams has declined again, according to the latest figures. At…
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Opinion
December 2, 2024
Chart of the week: fade the trade
Financial journalists and market experts have a new gimmick: the “Trump trade”. With another four…
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Most recent
Expert Panel
Morningstar: Bluebay versus Evli as auto bonds sell off
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Asset Servicing
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Investing
Who are Fed-watchers actually watching now?
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Investing
In the AI rally, the question now is who earns back the billions
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