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Opinion
Opinion
March 31, 2022
Moral hazard
After the stock market crash of 1987, measures were taken to prevent a new financial drama in the…
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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…
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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…
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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…
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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…
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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…
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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…
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Opinion
February 2, 2022
'Wealthtech needs humans'
As the asset management industry embraces wealthtech, its business model has suddenly become very…
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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…
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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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Most recent
Asset Allocation
Morningstar: Winton vs AQR in trend-following strategies
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Investing
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News
Border no longer defines Luxembourg’s financial workforce
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Transfers
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Opinion
In the long run, optimists still win
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