Opinion

Jeroen Blokland
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…
Read more
High gas prices, Flickr photo by Steve Baker
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…
Read more
HSBC & BOC, foto via Flickr door november-13
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…
Read more
Jeroen Blokland
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…
Read more
Wall St. bull market
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…
Read more
Jeroen Blokland
Opinion
August 8, 2022

Chart of the week: Walmart profit warning is a warning sign

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
Read more
Jeroen Blokland
Opinion
August 1, 2022

Chart of the week: Rough and tumbling business confidence

And then things moved fast. Business confidence fell to worrying levels in July, making a recession…
Read more
Jeroen Blokland
Opinion
July 25, 2022

Chart of the week: profit fatigue

The earnings season has only just begun, but we are already seeing some examples of what will become…
Read more
Edin Mujagić, chief economist at OHV Asset Managemnt.
Opinion
July 22, 2022

ECB Watch: Not good, not bad but dangerous!

Time and again I look for it. And every time I do not find it. What is it about? I look for the word…
Read more
Jeroen Blokland
Opinion
July 18, 2022

Chart of the week: Negative surprises limit upside potential

Negative surprises put a cap on the upside potential, especially for equities. As a rule, investors…
Read more

Most recent

François Gerard, founder of LuxFundLiquidation.
Asset Servicing

Why winding down funds can take years

Read more
CIO-debat Portfolio Day 2026
Events

Portfolio Day: Investors can get markets right for the wrong reasons

Read more
Pauline Plunkett. Photo: L&G.
Transfers

Transfers: L&G, Spuerkeess, Waystone, Oddo BHF, Columbia Threadneedle, La Française, Edmond de Rothschild, DZ Bank

Read more
Alice Weidel (Alternative für Deutschland), Marine Le Pen (Rassemblement National) - Elekes Andor/Wikimedia Commons
Investing

Rise of political extremes shifts the landscape for stocks and bonds

Read more
Han Dieperink
Opinion

Ten ideas for 2026

Read more