overview.opinion

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I remain endlessly amazed by how traditional investors continue to cling to outdated assumptions and…
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Han Dieperink
Opinion
April 29, 2025

Safe havens in investment portfolios

The prospect of foreign investors reducing their exposure to U.S. assets due to concerns about the…
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Edin Mujagic
Opinion
April 28, 2025

Invisible smoke plumes for the ECB

It was March 2015 when Otmar Issing, an early board member of the ECB and the bank’s former chief…
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Han Dieperink
Opinion
April 23, 2025

The first 100 days

As we approach the milestone of President Donald Trump’s first one hundred days back in the White…
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Jeroen Blokland
Opinion
April 22, 2025

Chart of the week: roulette policy

Whether you walk away believing that President Trump will make the world “fairer,” dream of Trumpian…
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Gertjan Verdickt
Opinion
April 17, 2025

What AI can (and can’t) do in investment practice

In a world where artificial intelligence (AI) is increasingly permeating the financial sector…
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Gregory Kennedy
Opinion
April 16, 2025

Your house won't fund the future

The conversations around the family dinner table during the market turmoil caused by Trump’s tariffs…
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Han Dieperink
Opinion
April 15, 2025

Global trade after Trump

Following Donald Trump’s “Liberation Day,” investors are grappling with a fundamental question: Is a…
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Jeroen Blokland
Opinion
April 14, 2025

Chart of the week: coverage ratio drama? It’s not the stocks

The markets crashed this week, so it’s only a matter of time before juicy headlines start popping up…
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Han Dieperink
Opinion
April 8, 2025

“Tear down this wall”

In the 1980s, Ronald Reagan became known for his hardline stance against the Soviet Union—a strategy…
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Most recent

From left to right: Lorenzo Codogno, Ignazio Angeloni and Nicolas Véron.
Asset Managers

Protectionist reflexes still stand in the way of Europe’s champions

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Afbeelding van Jordan Beltran via Unsplash
Investing

What remains of ‘Who cares wins’? ESG after 25 years in perspective

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Han Dieperink
Opinion

The continuation of the semiconductor supercycle

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PDVSA is Venezuela's state oil company. Photo: Wikimedia.
Asset Allocation

Venezuela, Greenland and the return of spheres of influence

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Proxy advisors ISS and Glass Lewis in November recommended shareholders vote against the 1,000 billion dollar pay package for Elon Musk. Photo: TED via Flickr.
Laws and Regulations

White House reins in proxy firms, curbing shareholder power

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