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Opinion
Investing
January 10, 2022
Mr Market: the pandemic is over
So goes January, so goes the year, it is sometimes said. If so, Mr Market has decided that the Covid…
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Asset Managers
January 10, 2022
Opinion: French-Italian cocktail of cunning for EU
“Never waste a good crisis” is an English expression that you can safely leave to the French and…
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Investing
January 4, 2022
Economist's view: five lessons from 2021
The nice thing about the investment profession is that creativity is more important than striving…
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Investing
January 3, 2022
Economist's view: what does sustainability cost?
2021 was the third year in a row where sustainable investors outperformed non-sustainable investors…
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Opinion
December 29, 2021
Economist's view: the ten surprises of 2021
Every year there are surprises at the trade fair, although there seem to have been more in 2021. A…
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Opinion
December 23, 2021
Economist's view: Less liquidity weighs down inflation
Democratic Senator Joe Manchin wants to vote against President Joe Biden’s Build Back Better…
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Opinion
December 17, 2021
Economist's view: the importance of China in the portfolio
While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
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Opinion
December 9, 2021
Economist's view: balanced portfolio does not protect now
Since the 1980s, a balanced portfolio has been a great alternative to a full – highly offensive –…
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Opinion
December 3, 2021
Is the judgment of Paris (1976) on US vs. French wine relevant?
The wine world was taken by surprise in 1976: Steven Spurrier, the British wine merchant, had a jury…
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Opinion
November 25, 2021
Economist's view: what lies behind the curve
Rising house prices, records in the stock markets, extremely expensive bond markets and a new high…
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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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