Opinion

Jan Vergote is a former chief strategist at Belfius Bank and set up the Investment Talks initiative. He is an Investment Officer knowledge expert.
Investissement
26 août 2022

Jan Vergote: central bankers and inflation... quo vadis?

In the last month, we have seen a sharp recovery in the stock market that most analysts (including…
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Jerome Powell, President of the Federal Reserve.
Opinion
25 août 2022

Han Dieperink: interest rates must rise further

The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
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Jeroen Blokland
Opinion
22 août 2022

Chart of the week: valuation as decisive factor

Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
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High gas prices, Flickr photo by Steve Baker
Opinion
18 août 2022

Han Dieperink: alternatives for energy

European gas and electricity prices break records almost daily. The effect of energy on an economy…
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HSBC & BOC, foto via Flickr door november-13
Asset Managers
18 août 2022

No dollar, no crypto, but the e-yuan

The value of a currency is based on trust. The Russian sanctions have not helped the status of…
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Jeroen Blokland
Opinion
16 août 2022

Chart of the week: Misery Index explains recession sentiment

The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Wall St. bull market
Asset Managers
11 août 2022

Forty years of the bull market

Forty years ago this week the bull market started in the United States. Not just any bull market…
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Jeroen Blokland
Opinion
9 août 2022

Chart of the week: Walmart profit warning is a warning sign

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
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Jeroen Blokland
Opinion
2 août 2022

Chart of the week: Rough and tumbling business confidence

And then things moved fast. Business confidence fell to worrying levels in July, making a recession…
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Edin Mujagić, chief economist at OHV Asset Managemnt.
Opinion
25 juillet 2022

ECB Watch: Not good, not bad but dangerous!

Time and again I look for it. And every time I do not find it. What is it about? I look for the word…
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Plus récent

Frankfurt, photo by Matthias Münning on Unsplash
Secteur

Pourquoi les banques privées allemandes sont-elles à la traîne sur un marché d’actifs en pleine expansion ?

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The Luxembourg team at Norman K: Nicolas Mayer and Nicolas l'Hermitte (right). Photo: Norman K.
Banques privées

Le Luxembourg, pivot de la recomposition de la banque privée européenne

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Paul Jackson (Invesco), Michael Krautzberger (Allianz GI), Guillermo Felices (PGIM) and Salman Ahmed (Fidelity)..
Répartition des actifs

Le retour de Donald Trump à Davos marque une nouvelle ère de démondialisation

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Jeroen Blokland
Opinion

Le graphique que les investisseurs préféreraient ne pas voir

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South Korean memory chip maker SK Hynix saw its shares surge 275 percent last year. Photo: SK Hynix.
Investissement

Morningstar – actions émergentes mondiales : Cullen et Robeco

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