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Han Dieperink
Investing
March 17, 2022
Chinese stock market hit by manic depression
Financial markets do not always react in the same way to news. There are times when the stock market…
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Asset Allocation
March 10, 2022
Why oil prices will rise further
Expectations are growing that oil prices will rise further. The most recent rise was prompted by…
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Opinion
February 24, 2022
The second Cold War is hot
Western leaders are struggling with their response to Putin’s latest challenge. They agree that it…
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Opinion
February 17, 2022
The year of the stock picker
For two decades in a row money has money has flowed out of active funds. Last year, 100 billion euro…
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Opinion
February 10, 2022
Draghi’s promise is at stake
President Biden and Olaf Scholz, the new German Chancellor, are not on the same page regarding…
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Opinion
February 2, 2022
'Wealthtech needs humans'
As the asset management industry embraces wealthtech, its business model has suddenly become very…
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Investing
January 11, 2022
Economist's view: the oil crisis of 2022
The two oil crises of the 1970s are notorious. In 1973, the oil price went from $3 a barrel to $12 a…
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Asset Allocation
January 6, 2022
Economist's view: the fight against the pigeonholing spirit
An equity portfolio can be approached in various ways. There is a division between domestic shares…
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Investing
January 4, 2022
Economist's view: five lessons from 2021
The nice thing about the investment profession is that creativity is more important than striving…
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Investing
January 3, 2022
Economist's view: what does sustainability cost?
2021 was the third year in a row where sustainable investors outperformed non-sustainable investors…
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Opinion
December 29, 2021
Economist's view: the ten surprises of 2021
Every year there are surprises at the trade fair, although there seem to have been more in 2021. A…
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Opinion
December 17, 2021
Economist's view: the importance of China in the portfolio
While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
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Opinion
December 9, 2021
Economist's view: balanced portfolio does not protect now
Since the 1980s, a balanced portfolio has been a great alternative to a full – highly offensive –…
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Opinion
November 25, 2021
Economist's view: what lies behind the curve
Rising house prices, records in the stock markets, extremely expensive bond markets and a new high…
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