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Opinion
Opinion
October 24, 2025
Vive la France!
Last week, the French government survived two motions of no confidence, mainly by promising not to…
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Opinion
October 21, 2025
The reverse silk road: why Asian money now lands in Luxembourg
Asian investors are turning to Luxembourg as their preferred gateway to global private markets. The…
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Opinion
October 20, 2025
Chart of the week: the balance dance
The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s…
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Opinion
October 17, 2025
Forget ‘superstar city’: a new look at REIT cash flows
A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial…
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Opinion
October 15, 2025
Donald Trump and the Nobel Peace Prize
The recent developments in the Middle East make one thing absolutely clear: president Donald Trump…
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Opinion
October 14, 2025
The death of IPOs, long live Luxembourg
The public markets are shrinking, but private capital is booming, and Luxembourg is quietly building…
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Opinion
October 13, 2025
Chart of the week: the euro is heavily overvalued
So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That…
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Opinion
October 8, 2025
Answers from the campfire
Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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Opinion
October 7, 2025
The human factor in factor investing
Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Opinion
October 6, 2025
Chart of the week: it just keeps going
As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Most recent
Investing
Adding private markets means paying twice for the same risk
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Opinion
The acceleration
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Expert Panel
Morningstar: Schroders versus T. Rowe Price in global equities
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Asset Allocation
Asset owners push asset managers back into net zero alliance
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Transfers
Transfers: Anthos, Morgan Stanley, Partners Group, PGIM, Intesa Sanpaolo
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