overview.opinion

Gertjan Verdickt
Opinion
today

The human factor in factor investing

Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Jeroen Blokland
Opinion
yesterday

Chart of the week: it just keeps going

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Han Dieperink
Opinion
September 30, 2025

The crash of October

October has a bad reputation in the markets. The biggest crashes in history – 1929, 1987, and 2008 –…
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Jeroen Blokland
Opinion
September 29, 2025

Chart of the week: valuation issues

Stocks are extremely expensive, so it’s just a matter of time before the markets collapse. The next…
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Edin Mujagic
Opinion
September 26, 2025

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising…
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Gertjan Verdickt
Opinion
September 24, 2025

The profit paradox

For decades, it was an iron law for investors: in the long run, the stock market follows economic…
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Han Dieperink
Opinion
September 23, 2025

Greed is a stronger emotion than fear

The Federal Reserve last week cut interest rates from 4.25–4.50 percent to 4.00–4.25 percent and…
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Jeroen Blokland
Opinion
September 22, 2025

Chart of the week: rethinking

UK inflation is far too high, and the policy rate is far too low. That might sound odd, but if you…
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Gertjan Verdickt
Opinion
September 17, 2025

Why a zero allocation to crypto is hard to justify

Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin…
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Jeroen Blokland
Opinion
September 15, 2025

Chart of the week: fresh start

What could hardly be considered a surprise anymore still turned into one. The annual revision of US…
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Most recent

The Federal Reserve Bank of Chicago. Photo: Ajay Suresh, CC BY 2.0 via Wikimedia.
Asset Managers

Split on rate path, US firms agree on how to position in Treasuries

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ABN Amro Gustav Mahlerlaan
Sector

Private banking coveted prize in European bank consolidation

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Gertjan Verdickt
Opinion

The human factor in factor investing

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Sunset in Paris. Photo: CC0 via pxhere.
Asset Allocation

French political turmoil underlines ‘desynchronized growth’ in Europe

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CSSF's headquarters in Luxembourg. Photo: IO.
Supervision

CSSF presses fund managers to tighten ESG disclosures

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