Opinion

Han Dieperink
Opinion
December 24, 2025

Halfway to the tipping point

The Cambrian explosion of AI-driven life forms has begun. Under the collective label of artificial…
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Max Severijns
Opinion
December 22, 2025

Democrats are set to win but the timing is awful

The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
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Jeroen Blokland
Opinion
December 22, 2025

Chart of the week: few US jobs, how so?

There was eager anticipation for a new US labor market report. And not only because the flow of…
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Gertjan Verdickt
Opinion
December 19, 2025

Fed and politics

In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
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Han Dieperink
Opinion
December 16, 2025

The balance of trade equilibrium

Last week, China’s trade surplus crossed the threshold of one thousand billion dollar for the first…
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Jeroen Blokland
Opinion
December 15, 2025

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
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Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
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Jeroen Blokland
Opinion
December 8, 2025

Chart of the week: big fireworks in 2026?

It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
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Wouter Weijand
Opinion
December 4, 2025

Manager selection: is it alpha or beta?

With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging…
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Jeroen Blokland
Opinion
December 1, 2025

Chart of the week: the unfair fight of stablecoins

The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the…
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‘Health care can regain its role as a safe haven’

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Christophe Santer
Opinion

From Middle East uncertainty to Singapore and Luxembourg

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European investors ‘are misreading the cycle’

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