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Opinion
Opinion
January 20, 2025
Chart of the week: doom-mongers debunked!
Yes, they’re back again. With rising interest rates firmly on investors’ minds worldwide, the doom…
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Opinion
January 15, 2025
American ambition and European opportunities
The underperformance of European equities compared to U.S. equities reached unprecedented levels in…
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Opinion
January 14, 2025
Are regulations stifling investor appetite?
Are EU regulations making investing bland? Gregory Kennedy explores the balance between safety and…
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Opinion
January 13, 2025
Chart of the week: The Great Debasement
Scarce assets such as gold and bitcoin were among the best-performing investment categories of the…
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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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Most recent
Asset Allocation
ESG investing retreats in language, not in portfolios
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Asset Managers
Belfius closes JP Morgan sub-fund due to performance and lack of interest
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Investing
ETF investors lose faith in U.S. and turn to Europe
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Opinion
Safe havens in investment portfolios
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Investing
Doubt grows among fund giants, yet US stocks remain core portfolio holding
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