Opinion

Jeroen Blokland
Opinion
April 7, 2022

Chart of the week: What do we really know about inflation?

Most research papers on inflation focus on the period from 1950, after World War II, or from the…
Read more
Opinion
March 31, 2022

Moral hazard

After the stock market crash of 1987, measures were taken to prevent a new financial drama in the…
Read more
Jeroen Blokland
Opinion
March 28, 2022

Chart of the week: end of the housing bubble?

US mortgage rates have shot up since the start of this year. The 30-year fixed rate stands at 4.5…
Read more
Opinion
March 24, 2022

A bull market for inflation

The biggest risk for investors at the moment is high inflation. While the market places too much…
Read more
Jeroen Blokland
Opinion
March 21, 2022

Contradicting investors

I am a fan of the Bank of America Global Fund Manager Survey. Not only because this survey covers…
Read more
Russia and China
Opinion
February 24, 2022

The second Cold War is hot

Western leaders are struggling with their response to Putin’s latest challenge. They agree that it…
Read more
Market analysis
Opinion
February 17, 2022

The year of the stock picker

For two decades in a row money has money has flowed out of active funds. Last year, 100 billion euro…
Read more
Euro sign at the ECB in Frankfurt
Opinion
February 10, 2022

Draghi’s promise is at stake

President Biden and Olaf Scholz, the new German Chancellor, are not on the same page regarding…
Read more
Opinion
February 2, 2022

'Wealthtech needs humans'

As the asset management industry embraces wealthtech, its business model has suddenly become very…
Read more
Service station
Investing
January 11, 2022

Economist's view: the oil crisis of 2022

The two oil crises of the 1970s are notorious. In 1973, the oil price went from $3 a barrel to $12 a…
Read more

Most recent

Illustration generated by AI using OpenAI’s DALL·E, based on Morningstar ESG fund naming data (2025).
Asset Allocation

ESG investing retreats in language, not in portfolios

Read more
Maud Reinalter, CIO Belfius Asset Management
Asset Managers

Belfius closes JP Morgan sub-fund due to performance and lack of interest

Read more
Europa
Investing

ETF investors lose faith in U.S. and turn to Europe

Read more
Han Dieperink
Opinion

Safe havens in investment portfolios

Read more
Blackrock-CEO Larry Fink wordt klaargemaakt voor een interview op de New York Stock Exchange. Bron: AP Photo/Richard Drew
Investing

Doubt grows among fund giants, yet US stocks remain core portfolio holding

Read more