Jort van der Horst

Jort van der Horst

Afbeelding van Kopny Xyzx via Pexels
Investing
March 27, 2025

Defense stocks struggle to keep up with the expectations treadmill

The German Bundestag’s decision to boost defense spending through debt issuance triggered a…
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Asset Allocation
March 14, 2025

Emerging markets regain appeal as US equities look overvalued

Emerging markets may finally be ready to retake the spotlight as investors are taking a fresh look…
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Pexels
Asset Managers
March 4, 2025

Concentration risk increases demand for rules-based ETFs

Due to increased concentration risk in equity markets that are ‘crammed’ into US (tech) stocks…
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Pixabay
Investing
February 21, 2025

Poland as a proxy for peace restoration in Ukraine

At the edge of the abyss, the most beautiful flowers bloom. According to Sebastian Kahlfeld, senior…
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Investing
February 12, 2025

Asian disruption outpaces European tradition in the automotive industry

Once the pinnacle of innovation, German car manufacturers now risk being overtaken by Chinese…
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Afbeelding van Alexas_Fotos via Pixabay
Investing
January 20, 2025

Time for a new shirt for Europe

The “rigid” European business community will have to learn to embrace change to remain…
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Investing
January 9, 2025

Interest rates fall, but recovery remains elusive in China

China’s 10-year bond yield has recently dropped below 1.6 percent, a consequence of a weakening…
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Afbeelding van Life-Of-Pix via Pixabay
Investing
January 7, 2025

Market concentration higher than during the dotcom bubble in 2001

The concentration risk in equity markets is growing as US megacap technology companies continue to…
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Black Swan
Investing
December 12, 2024

10 possible surprises for investors in 2025

When consensus dominates the market, unexpected surprises often lurk just around the corner. Could…
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Overstroming
Investing
December 12, 2024

Water challenges force investors to make certain financial choices

Heavy rainfall in Spain led to floods in October, causing over 10 billion euro in damages. This is…
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Capital Group in Londen, foto door Sue Winston via Unsplash
Investing
October 16, 2024

Bonds return as an anchor in the portfolio

The diversification advantage of bonds has been restored this year, as inflation has fallen and…
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