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overview.opinion
Opinion
October 30, 2025
Who will still want those guzzlers later on?
The bulk of US economic growth this year can be attributed to data centers. But what will all that…
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Opinion
October 27, 2025
Chart of the week: 海 市 蜃 楼
The title of this column is the Chinese word for “mirage” or “illusion.” Hot air, in other words…
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Opinion
October 24, 2025
Vive la France!
Last week, the French government survived two motions of no confidence, mainly by promising not to…
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Opinion
October 21, 2025
The reverse silk road: why Asian money now lands in Luxembourg
Asian investors are turning to Luxembourg as their preferred gateway to global private markets. The…
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Opinion
October 20, 2025
Chart of the week: the balance dance
The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s…
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Opinion
October 17, 2025
Forget ‘superstar city’: a new look at REIT cash flows
A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial…
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Opinion
October 15, 2025
Donald Trump and the Nobel Peace Prize
The recent developments in the Middle East make one thing absolutely clear: president Donald Trump…
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Opinion
October 14, 2025
The death of IPOs, long live Luxembourg
The public markets are shrinking, but private capital is booming, and Luxembourg is quietly building…
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Opinion
October 13, 2025
Chart of the week: the euro is heavily overvalued
So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That…
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Opinion
October 8, 2025
Answers from the campfire
Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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Who will still want those guzzlers later on?
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