Opinion

Jeroen Blokland
Opinion
December 8, 2025

Chart of the week: big fireworks in 2026?

It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
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Wouter Weijand
Opinion
December 4, 2025

Manager selection: is it alpha or beta?

With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging…
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Jeroen Blokland
Opinion
December 1, 2025

Chart of the week: the unfair fight of stablecoins

The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the…
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Gertjan Verdickt
Opinion
November 26, 2025

The Passive Paradox: how index funds distort the market and harm investors

For decades, we have embraced the rise of passive investing (hammock investing) as the ultimate…
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Christophe Santer
Opinion
November 25, 2025

Schengen’s lessons for global fund distribution

Fund passports were built on the same vision that shaped the Schengen Zone: shared trust and…
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Han Dieperink
Opinion
November 25, 2025

How Brussels regulated sustainability to death

It was a master plan. The Sustainable Finance Disclosure Regulation was supposed to send massive…
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Jeroen Blokland
Opinion
November 24, 2025

Chart of the week: liquidity problems

Financial markets are under pressure. Not only stocks but also other asset classes are mostly moving…
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Randy Pattiselanno
Opinion
November 21, 2025

What remains of Europe’s sustainable ambitions?

It was in May 2018 that the European Commission launched its highly ambitious European Sustainable…
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Han Dieperink
Opinion
November 18, 2025

Halfway through the AI bubble

Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who…
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Jeroen Blokland
Opinion
November 17, 2025

Chart of the week: apples and pears

Unless you’ve been living under a rock for the past twelve months, you can’t have missed witnessing…
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