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Opinion
Opinion
March 21, 2022
Contradicting investors
I am a fan of the Bank of America Global Fund Manager Survey. Not only because this survey covers…
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Opinion
February 24, 2022
The second Cold War is hot
Western leaders are struggling with their response to Putin’s latest challenge. They agree that it…
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Opinion
February 17, 2022
The year of the stock picker
For two decades in a row money has money has flowed out of active funds. Last year, 100 billion euro…
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Opinion
February 10, 2022
Draghi’s promise is at stake
President Biden and Olaf Scholz, the new German Chancellor, are not on the same page regarding…
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Opinion
February 2, 2022
'Wealthtech needs humans'
As the asset management industry embraces wealthtech, its business model has suddenly become very…
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Investing
January 11, 2022
Economist's view: the oil crisis of 2022
The two oil crises of the 1970s are notorious. In 1973, the oil price went from $3 a barrel to $12 a…
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Investing
January 10, 2022
Mr Market: the pandemic is over
So goes January, so goes the year, it is sometimes said. If so, Mr Market has decided that the Covid…
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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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Most recent
Expert Panel
Morningstar: Bluebay versus Evli as auto bonds sell off
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Asset Servicing
Arendt launches AI tool to cut Ucits prospectus review times
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Transfers
Transfers: Julius Baer, Banking Circle, Northern Trust, Triodos, EB-Sim, Bank of Singapore
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Investing
Who are Fed-watchers actually watching now?
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Investing
In the AI rally, the question now is who earns back the billions
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