Opinion

Justin de Ridder, Nectar
Opinion
14 novembre 2022

The housing market crisis is in full swing in some places

Although inflation has made its comeback in Western economies after decades of oblivion (the great…
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Jeroen Blokland
Investissement
7 novembre 2022

Graph of the week: Inverted yield curve? Don't panic

As might be expected, the US 10-year - 3-month yield curve has also turned negative. This inversion…
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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
4 novembre 2022

In Flux: It’s like we lost Taiwan, or Canada

The data leaves no doubt about it. This year is a tough one for investors everywhere. It’s very…
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Opinion
28 octobre 2022

Enough to drive you crazy

In an earlier column here I defended Liz Truss andI expressed support not so much for the content of…
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Jeroen Blokland
Investissement
24 octobre 2022

Chart of the week: inflation drives lower, not higher profits

Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Han Dieperink
Investissement
20 octobre 2022

The effect of inflation on corporate earnings 

The big difference between bonds and equities is that cash flows in bonds are fixed in advance. It…
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In-house valuation teams add value to AIFM clients
Opinion
17 octobre 2022

In-house valuation teams add value to AIFM clients

In-house valuation teams, with experts for every asset class, will become a standard feature among…
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Jeroen Blokland
Investissement
17 octobre 2022

Chart of the Week: What’s in store for bonds

The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
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Jeroen Blokland
Opinion
10 octobre 2022

Chart of the Week: Is Credit Suisse a systemic risk?

European financials are in the spotlight again. And once again, it is not because of anything good…
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Jeroen Blokland
Opinion
6 octobre 2022

Graph of the week: more than a pound of trouble

UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
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Plus récent

Han Dieperink
Opinion

Dix conseils pour 2026

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Alice Weidel (Alternative für Deutschland), Marine Le Pen (Rassemblement National) - Elekes Andor/Wikimedia Commons
Investissement

La montée en puissance des extrêmes en politique modifie les repères pour les actions et les obligations

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US President Donald Trump and China's President Xi Jinping arrive for a State Dinner in the East Room of the White House in Washington, DC, on September 24, 2026. President Xi is on a State visit to the United States from September 23 to 25. Brendan Smialowski / AFP
Investissement

Les investisseurs voient des opportunités en matière d’IA en Chine, mais évitent le marché dans son ensemble

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Meeting
Investissement

Le pourcentage de femmes parmi les gestionnaires de fonds actifs diminue

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Fencing - Artempodrez - Pexels
Panel d'experts

Morningstar : Neuberger Berman et RBC Global Asset Management

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