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Opinion
Opinion
18 juillet 2022
Chart of the week: Negative surprises limit upside potential
Negative surprises put a cap on the upside potential, especially for equities. As a rule, investors…
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Opinion
15 juillet 2022
What can Europe offer investors?
Problems with energy supplies, a perfect storm of geopolitical uncertainty and, in the autumn…
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Opinion
12 juillet 2022
The end of the euro is nigh
For the first time since 2002, the euro trades at parity with the dollar. In the summer of 2008, one…
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Investissement
11 juillet 2022
Chart of the week: don’t be blindsided by recession
The ISM Manufacturing Index, also known as the purchasing managers’ index, fell more than expected…
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Opinion
7 juillet 2022
Disruptive innovation: the iPhone as game changer for investors
Fifteen years ago, I bought my first iPhone in Denver, Colorado. Not entirely coincidentally, I was…
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Opinion
5 juillet 2022
In Flux: L'industrie 4.0 comme "nouvel Ucits"
Dans le secteur financier luxembourgeois, “le nouvel Ucits” est un label informel mais largement…
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Opinion
4 juillet 2022
Chart of the week: A sudden halt to spending
German consumer confidence has fallen to its lowest level ever, it became clear last week. Never…
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Opinion
1 juillet 2022
Grow to fight the climate crisis
More economic growth means more population growth, according to Thomas Malthus. The demographer and…
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Opinion
27 juin 2022
Chart of the week: 'Growthless'
The Atlanta Fed GDPNow real GDP forecast for the second quarter stands at exactly 0 percent. So no…
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Investissement
24 juin 2022
What can make the Fed pause?
The Federal Reserve is doing something else than what it says it is doing. At last week’s FOMC…
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