overview.opinion

Han Dieperink
Opinion
December 31, 2025

The economy that eats itself

Something strange is going on. The US economy is growing, but no jobs are being added. In fact…
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Gertjan Verdickt
Opinion
December 30, 2025

From lottery bonds to cryptocurrencies: the rational gamble of the small investor

For the average institutional investor, the appeal of lottery-like stocks—shares with a low price…
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Han Dieperink
Opinion
December 24, 2025

Halfway to the tipping point

The Cambrian explosion of AI-driven life forms has begun. Under the collective label of artificial…
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Max Severijns
Opinion
December 22, 2025

Democrats are set to win but the timing is awful

The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
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Jeroen Blokland
Opinion
December 22, 2025

Chart of the week: few US jobs, how so?

There was eager anticipation for a new US labor market report. And not only because the flow of…
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Gertjan Verdickt
Opinion
December 19, 2025

Fed and politics

In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
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Han Dieperink
Opinion
December 16, 2025

The balance of trade equilibrium

Last week, China’s trade surplus crossed the threshold of one thousand billion dollar for the first…
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Jeroen Blokland
Opinion
December 15, 2025

Chart of the week: the confrontation

Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
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Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
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Jeroen Blokland
Opinion
December 8, 2025

Chart of the week: big fireworks in 2026?

It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
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Balance scale, photo by Piret Ilver on Unsplash
Expert Panel

Morningstar: Invesco vs AQR in risk parity funds

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Han Dieperink
Opinion

The economy that eats itself

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Gertjan Verdickt
Opinion

From lottery bonds to cryptocurrencies: the rational gamble of the small investor

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N. Bausch
Investing

DWS positions Luxembourg for its next strategy phase

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Image: Defigners
Investing

IO asset manager survey: structural risks are rising, but risk appetite holds up

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