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Opinion
Asset Allocation
September 1, 2022
The added value of low volatility
Low-risk stocks do better in the long run than high-risk stocks. For the record, this story equates…
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Opinion
August 31, 2022
The ECB fails since 1999!
“In accordance with Article 105(1) of the Treaty, the primary objective of the ESCB shall be to…
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Investing
August 29, 2022
Chart of the week: German inflation nearing 10%
It was a huge shock. The 37.2 percent increase in German producer prices, or PPI, for July that the…
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Investing
August 26, 2022
Jan Vergote: central bankers and inflation... quo vadis?
In the last month, we have seen a sharp recovery in the stock market that most analysts (including…
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Opinion
August 24, 2022
Han Dieperink: interest rates must rise further
The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
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Opinion
August 22, 2022
Chart of the week: valuation as decisive factor
Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
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Opinion
August 18, 2022
Han Dieperink: alternatives for energy
European gas and electricity prices break records almost daily. The effect of energy on an economy…
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Asset Managers
August 17, 2022
No dollar, no crypto, but the e-yuan
The value of a currency is based on trust. The Russian sanctions have not helped the status of…
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Opinion
August 15, 2022
Chart of the week: Misery Index
The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Asset Managers
August 11, 2022
Forty years of the bull market
Forty years ago this week the bull market started in the United States. Not just any bull market…
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Who are Fed-watchers actually watching now?
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