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Opinion
Asset Managers
January 10, 2022
Opinion: French-Italian cocktail of cunning for EU
“Never waste a good crisis” is an English expression that you can safely leave to the French and…
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Investing
January 4, 2022
Economist's view: five lessons from 2021
The nice thing about the investment profession is that creativity is more important than striving…
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Investing
January 3, 2022
Economist's view: what does sustainability cost?
2021 was the third year in a row where sustainable investors outperformed non-sustainable investors…
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Opinion
December 29, 2021
Economist's view: the ten surprises of 2021
Every year there are surprises at the trade fair, although there seem to have been more in 2021. A…
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Opinion
December 23, 2021
Economist's view: Less liquidity weighs down inflation
Democratic Senator Joe Manchin wants to vote against President Joe Biden’s Build Back Better…
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Opinion
December 17, 2021
Economist's view: the importance of China in the portfolio
While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
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Opinion
December 9, 2021
Economist's view: balanced portfolio does not protect now
Since the 1980s, a balanced portfolio has been a great alternative to a full – highly offensive –…
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Opinion
December 3, 2021
Is the judgment of Paris (1976) on US vs. French wine relevant?
The wine world was taken by surprise in 1976: Steven Spurrier, the British wine merchant, had a jury…
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Opinion
November 25, 2021
Economist's view: what lies behind the curve
Rising house prices, records in the stock markets, extremely expensive bond markets and a new high…
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Opinion
October 22, 2021
Economist commentary: the stability of the financial system
Money only has value if there is a relationship with the value created in the real economy. So the…
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Asset Allocation
Each week Hormuz stays shut costs Europe 0.1% of GDP
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Opinion
Correlation is not causation
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Asset Managers
Blackrock sees no shift in sustainability approach
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Investing
Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’
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Asset Managers
Quintet: In times of uncertainty, client contact becomes a competitive edge
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