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overview.opinion
Opinion
January 15, 2025
American ambition and European opportunities
The underperformance of European equities compared to U.S. equities reached unprecedented levels in…
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Opinion
January 14, 2025
Are regulations stifling investor appetite?
Are EU regulations making investing bland? Gregory Kennedy explores the balance between safety and…
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Opinion
January 13, 2025
Chart of the week: The Great Debasement
Scarce assets such as gold and bitcoin were among the best-performing investment categories of the…
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Opinion
January 7, 2025
Argentina's supply-side economy
Argentina was once one of the wealthiest nations in the world, richer than France or Germany. Much…
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Opinion
December 31, 2024
Midway through the Twenties
We find ourselves in the midst of the 2020s—a remarkable moment in time. Much like the “Roaring…
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Opinion
December 27, 2024
Chart of the week: The average return does not exist
Every year, I look with some amazement at the annual forecasts from the major financial institutions…
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Opinion
December 24, 2024
Room for more optimism
These are worrying times. Geopolitically, a new world war seems imminent. The challenges in Europe…
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Opinion
December 23, 2024
Chart of the week: China’s broken growth model
The financial media are buzzing with stories about the impact of Donald Trump as president…
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Opinion
December 18, 2024
Luxembourg’s balancing act
How much state is too much state in Luxembourg’s financial sector? Gregory Kennedy explores the fine…
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Opinion
December 16, 2024
Chart of the week: sentiment boost
“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less…
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Most recent
Expert Panel
Morningstar: Capital Group vs Fidelity in emerging market equities
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Investing
The market maintains confidence in US insurers despite wildfires
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Investing
Investors say they want global macro strategies amid uncertainty
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Transfers
Transfers: Goldman Sachs, Waystone, UBP, BLI
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Investing
A ‘structural’ Trump could be even more challenging for Europe
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