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overview.opinion
Opinion
today
Chart of the week: under control
Under control. No, that title isn’t about Iranian airspace—although, with recent developments, an…
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Opinion
June 20, 2025
The end of value investing?
The decline of value investing is not a recent phenomenon but a process that has been unfolding for…
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Opinion
June 17, 2025
Outperforming bitcoin with bitcoin
The question of how best to incorporate bitcoin into an investment portfolio is becoming…
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Opinion
June 16, 2025
Chart of the week: reality check
European policymakers, economists, and politicians are in desperate need of a reality check—an…
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Opinion
June 12, 2025
The dollar: a currency of contradictory views—time for an update
Some analysts are talking about the end of dollar dominance. They primarily point to the erosion of…
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Opinion
June 11, 2025
The dollar remains king
The US dollar has experienced a spectacular decline in recent months. Investors call it a correction…
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Opinion
June 10, 2025
Chart of the week: the ECB is seeing stars
Economists have a knack for elevating seemingly simple assumptions into so-called science—even…
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Opinion
June 4, 2025
Return is a chosen illusion
At the heart of financial research lies a seemingly simple question: what is the risk-return profile…
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Opinion
June 3, 2025
Euro as a challenger to the dollar?
The U.S. dollar is taking a beating. I’m not just referring to its exchange rate, but also to the…
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Opinion
June 2, 2025
Chart of the week: a real shortfall
Some periodic reports and studies are more informative and enjoyable than others. As far as I’m…
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Most recent
Asset Managers
Robeco embraces agentic AI as next disruptor in asset management
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Opinion
Chart of the week: under control
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Expert Panel
Morningstar: Comgest vs Carmignac on culture, stability and long-term strength
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Opinion
The end of value investing?
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Investing
Yale’s private equity retreat signals broader stress in endowments
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