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Opinion
Opinion
February 19, 2025
‘Animal spirits’
The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
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Opinion
February 17, 2025
Chart of the week: Powell vs Trump, interest versus rhetoric
A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
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Opinion
February 12, 2025
MacGyver becomes a chief compliance officer – and regrets it
Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory…
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Opinion
February 11, 2025
The wisdom of the collective
Passive investing can be seen as a disruptive innovation that has also reduced costs for active…
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Opinion
February 10, 2025
Chart of the week: call that dumb!
Investing is rarely straightforward. And with an unpredictable individual at the helm of the world’s…
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Opinion
February 4, 2025
The next Microsoft
Time and again, the arrival of new technology is underestimated, while the latest technological…
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Opinion
February 4, 2025
The European Central… What exactly? A ‘bank’ in name only
The ECB drifts from its core mission, embracing politics over monetary policy—what does this mean…
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Opinion
February 3, 2025
‘Seeking’ productivity growth
A Chinese AI disruptor shakes up Big Tech—DeepSeek challenges the AI status quo, promising cheaper…
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Opinion
February 3, 2025
The Fed, Trump’s intuition, and Von der Leyen’s policy reversal
The Fed’s steady hand, Trump’s shifting intuition, and Von der Leyen’s regulatory U-turn—what do…
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Investing
January 21, 2025
Trump’s second term
Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks…
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