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Opinion
Opinion
May 20, 2025
Triple-A tango
Last Friday, it finally happened: Moody’s—the last credit rating agency still holding on to a shred…
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Opinion
May 19, 2025
Chart of the week: The weakest link
Remember that BBC quiz show with the notoriously blunt Anne Robinson, who ended each round with the…
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Opinion
May 13, 2025
Über-capitalist becomes communist
One fascinating espionage technique during the Cold War was the “sleeper mole.” These were Soviet…
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Opinion
May 12, 2025
Chart of the week: Mar-a-Lago: pressure, predicament, and drama
President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the…
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Opinion
May 7, 2025
The true strength of Buffett: loyalty to a simple strategy
Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.
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Opinion
May 7, 2025
Salary indexation will kill our fund industry
The latest automatic salary hike in Luxembourg landed on Workers’ Day. Cheers all around, but will…
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Opinion
May 5, 2025
Chart of the week: a realistic look at bonds
I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and…
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Opinion
April 29, 2025
Safe havens in investment portfolios
The prospect of foreign investors reducing their exposure to U.S. assets due to concerns about the…
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Opinion
April 28, 2025
Invisible smoke plumes for the ECB
It was March 2015 when Otmar Issing, an early board member of the ECB and the bank’s former chief…
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Opinion
April 23, 2025
The first 100 days
As we approach the milestone of President Donald Trump’s first one hundred days back in the White…
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Opinion
Democrats are set to win but the timing is awful
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Investing
Private market firms sallivate over Americans’ retirement cash
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Chart of the week: few US jobs, how so?
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Expert Panel
Morningstar: Comgest vs JPMorgan in Japan largecap growth equity
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Opinion
Fed and politics
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