Opinion

Opinion
October 28, 2022

Enough to drive you crazy

In an earlier column here I defended Liz Truss. I expressed support not so much for the content of…
Read more
Jeroen Blokland
Investing
October 24, 2022

Chart of the week: inflation drives profits down

Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
Read more
Han Dieperink
Investing
October 20, 2022

The effect of inflation on corporate earnings 

The big difference between bonds and equities is that cash flows in bonds are fixed in advance. It…
Read more
In-house valuation teams add value to AIFM clients
Opinion
October 17, 2022

In-house valuation teams add value to AIFM clients

In-house valuation teams, with experts for every asset class, will become a standard feature among…
Read more
Jeroen Blokland
Investing
October 17, 2022

Chart of the Week: What’s in store for bonds

The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
Read more
Jeroen Blokland
Opinion
October 10, 2022

Chart of the Week: Is Credit Suisse a systemic risk?

European financials are in the spotlight again. And once again, it is not because of anything good…
Read more
Jeroen Blokland
Opinion
October 5, 2022

Graph of the week: more than a pound of trouble

UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
Read more
Jeroen Blokland
Opinion
September 26, 2022

Graph of the week: Eurozone is down but not out

After consistently recording fat pluses over the past decade, the euro area’s trade balance has sunk…
Read more
Jerome Powell, President of the Federal Reserve.
Asset Allocation
September 22, 2022

Probably the best and worst year ever for bonds

This will probably be the worst but also the best year for bonds ever. Rising interest rates and…
Read more
Jeroen Blokland
Opinion
September 19, 2022

Chart of the Week: Housing as the next domino

Activity in the US housing market is rapidly declining. New home sales fell more than 12 per cent in…
Read more

Most recent

A tanker anchored in Malaysia awaiting a new assignment. Photo: Unsplash.
Asset Allocation

Each week Hormuz stays shut costs Europe 0.1% of GDP

Read more
Han Dieperink
Opinion

Correlation is not causation

Read more
Chris Kaminker. Foto: Blackrock.
Asset Managers

Blackrock sees no shift in sustainability approach

Read more
Mabrouk Chetouane - Natixis
Investing

Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’

Read more
Stéphane Pardini, CEO of Wealth Management at Quintet Luxembourg
Asset Managers

Quintet: In times of uncertainty, client contact becomes a competitive edge

Read more