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Opinion
Opinion
August 11, 2025
Greece: Economic comeback? Or just a stimulus illusion?
Greece is booming again, but is the recovery real or just stimulus-driven? Han de Jong examines the…
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Opinion
August 7, 2025
In the long run, optimists still win
Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of…
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Opinion
August 6, 2025
Déjà vu: from Internet revolution to AI revolution
Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and…
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Opinion
July 31, 2025
Chart of the week: The Next Catalyst
Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
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Opinion
July 29, 2025
Ruffling feathers in finance
Treasury Secretary Bessent suggests reviewing the Fed, an idea that’s ruffling feathers in central…
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Opinion
July 28, 2025
Chart of the week: celebration
While many economists were once again forecasting a recession and plenty of so-called market experts…
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Opinion
July 25, 2025
ECB frustrated by strong euro, shows its inconsistency once again
It was June 2008 when I flew to New York to meet Paul Volcker for the first time. That trip is…
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Opinion
July 22, 2025
Frontier, emerging, and developed markets
Vietnamese finance minister Nguyen Van Thang met with representatives from FTSE Russell last week to…
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Opinion
July 21, 2025
Chart of the week: a mega regime shift on the horizon?
Developments in public finances are unfolding at such a rapid pace that there’s barely time left to…
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Opinion
July 16, 2025
Family offices: finance’s new identity crisis
Family offices blur traditional financial roles. They are asset owners, asset managers, and wealth…
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Most recent
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Hardly any insurers still invested in government bonds
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Chart of the week: the balance dance
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Asset Allocation
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Expert Panel
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Forget ‘superstar city’: a new look at REIT cash flows
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