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Opinion
Opinion
July 15, 2024
Schade Deutschland, alles ist vorbei
Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.
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Opinion
July 10, 2024
The vanished housing market
House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a…
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Investing
July 8, 2024
Ferrytales
It is high time for asset managers to reassess their private equity allocations, argues Jeroen…
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Opinion
July 2, 2024
Inimitable ECB
Data-dependent, that was perhaps the word we heard most often from the president of the European…
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Investing
July 1, 2024
Will debt sink the American empire?
With the United States facing another daunting budget deficit of seven percent of GDP this year…
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Investing
June 25, 2024
Value investing is dead, long live value investing
A company’s human capital is difficult to value, but the art of attracting and retaining talent is…
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Investing
June 24, 2024
High interest rates as an explanation for strong economy? Nonsense!
Financial markets and economies are often inscrutable. As an investor, you just have to put up with…
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Investing
June 18, 2024
Vive la sixième république!
Never before have there been so many elections in a single year, and yet another one looms.
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Investing
June 17, 2024
Vive la France!
The European election results have sent shockwaves through traditional media and financial markets…
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Opinion
June 12, 2024
The EU risks becoming an open-air museum
While tourists flock to locations steeped in history, investors take the opposite approach; they…
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Most recent
Asset Allocation
ESG investing retreats in language, not in portfolios
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Asset Managers
Belfius closes JP Morgan sub-fund due to performance and lack of interest
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Investing
ETF investors lose faith in U.S. and turn to Europe
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Opinion
Safe havens in investment portfolios
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Investing
Doubt grows among fund giants, yet US stocks remain core portfolio holding
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