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Opinion
Investing
February 20, 2023
Chart of the week: how many swallows does it take?
There you are with all those fancy indicators like yield curves, ISM Manufacturing, and housing…
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Opinion
February 17, 2023
In Flux: Eltifs will be tough nut to crack
This week’s adoption of the updated EU regulation for long-term investment funds, known as Eltifs…
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Investing
February 12, 2023
Chart of the week: Red-hot
The US economy created more than half a million jobs in January. That was almost three (!) times…
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Opinion
February 1, 2023
ChatGPT and the world of finance
During my student days in the late 1980s, I was one of the few students who had access to an Apple…
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Opinion
January 30, 2023
Graph of the week: a major mismatch
The latest ‘chart of the week’ shows a difference between market expectations of what the Federal…
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Opinion
January 27, 2023
The ECB should learn from the Fed
Forget about all those bars of gold that are heavily guarded because they are incredibly valuable…
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Opinion
January 23, 2023
Alternatives boost institutional funds, UI data shows
Data analysis of transactions of Universal Investment’s institutional clients shows that alternative…
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Opinion
January 23, 2023
Chart of the Week: Risk premiums back to normal?
A post recently appeared on my Bloomberg timeline that headlined: ‘BoE’s Bailey Says Truss Risk…
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Opinion
January 16, 2023
In Flux: A turning point for Quintet?
“The UBS phase is over,” a Quintet banker told me last week. Luxembourg-based Qatari-owned Quintet…
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Opinion
December 19, 2022
Responsible investing – there is no alternative
The demand for ESG-compliant investments is growing, especially among professional investors. The…
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