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Opinion
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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Opinion
October 7, 2025
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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Opinion
October 6, 2025
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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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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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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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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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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Most recent
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Supervision
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