overview.opinion

Han de Jong
Opinion
May 27, 2025

More defense spending, fewer rules

Is Europe’s defense push justified? Han de Jong questions rising military budgets and the EU’s long…
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Jeroen Blokland
Opinion
May 26, 2025

Chart of the week: and then there were nine

Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of…
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Christophe Santer
Opinion
May 21, 2025

Private markets test wealth managers' tech limits

The rise of Eltif 2.0 and private market retail access is exposing a critical weakness: legacy…
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Han Dieperink
Opinion
May 20, 2025

Triple-A tango

Last Friday, it finally happened: Moody’s—the last credit rating agency still holding on to a shred…
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Jeroen Blokland
Opinion
May 19, 2025

Chart of the week: The weakest link

Remember that BBC quiz show with the notoriously blunt Anne Robinson, who ended each round with the…
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Han Dieperink
Opinion
May 13, 2025

Über-capitalist becomes communist

One fascinating espionage technique during the Cold War was the “sleeper mole.” These were Soviet…
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Jeroen Blokland
Opinion
May 12, 2025

Chart of the week: Mar-a-Lago: pressure, predicament, and drama

President Trump had it all envisioned. A copy-paste “Plaza Accord” that would enshrine him and the…
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Gertjan Verdickt
Opinion
May 7, 2025

The true strength of Buffett: loyalty to a simple strategy

Warren Buffett took a step back from Berkshire Hathaway this week. The end of an (amazing) era.
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Gregory Kennedy
Opinion
May 7, 2025

Salary indexation will kill our fund industry

The latest automatic salary hike in Luxembourg landed on Workers’ Day. Cheers all around, but will…
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Jeroen Blokland
Opinion
May 5, 2025

Chart of the week: a realistic look at bonds

I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and…
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Roughly 20 percent of global oil trade and a quarter of LNG flows pass through the Strait of Hormuz. Photo: NASA.
Investing

Markets confront new uncertainty after U.S. strike on Iran

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Mike Chen, head of Next Generation Quant at Robeco. Photo: Robeco.
Asset Managers

Robeco embraces agentic AI as next disruptor in asset management

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Jeroen Blokland
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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Gertjan Verdickt
Opinion

The end of value investing?

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