Han Dieperink

Han Dieperink

Opinion
April 16, 2024

Geopolitical Risks

In the financial markets, geopolitical risks often exhibit a binary nature: for a long time, they…
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Opinion
April 10, 2024

Animal spirits

Money’s gotta move—it’s the backbone of our economy, and the speed at which it zips around, known as…
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Asset Allocation
March 15, 2024

Chinese diversification

Chinese stocks are the opposite of US Big Tech stocks in almost every way. They are cheap, but…
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Opinion
March 7, 2024

A continuation of the Chinese rally?

On Tuesday the eight-day People’s Congress in China, an annual parliamentary gathering drawing…
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Opinion
February 22, 2024

A new eurocrisis

This year commemorates the 25th anniversary of the euro, but the festivities are notably absent. In…
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Investing
February 7, 2024

The law of increasing excess returns

The landscape of the technology industry has been dramatically reshaped since the onset of the…
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Opinion
January 23, 2024

Europe’s de-industrialisation

The ongoing war between Russia and Ukraine has accelerated the exodus of industries from Europe, a…
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Opinion
January 3, 2024

Ten misconceptions around the Magnificent Seven

It is striking how few investors dare to bet their cards on the Magnificent Seven before 2024. All…
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Investing
November 8, 2023

Make America Great Again 2.0

In a thought-provoking piece from May 2018, I penned a commentary here titled ‘Make America Great…
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Opinion
November 2, 2023

The sustainability bail-out

Ever since the inception of the European Green Deal, ESG (Environmental, Social, and Governance) has…
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Investing
October 24, 2023

Ten old and ten new safe havens

US 10-year yields have risen above 5 per cent. As a result, earnings yield - the inverse of the P/E…
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Han Dieperink
Investing
October 12, 2023

Possible turning point for the world economy

In 1973, during Yom Kippur, Israel found itself under siege from countries including Syria, Egypt…
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Han Dieperink
October 6, 2023

Unpacking the growth of private debt

The private debt market’s robust growth is largely attributed to tighter regulations imposed on…
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Han Dieperink
Opinion
August 23, 2023

Investing with artificial intelligence

Artificial intelligence is eminently an application for investors. Especially in a complex data-rich…
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