overview.opinion

Han Dieperink
Opinion
February 4, 2025

The next Microsoft

Time and again, the arrival of new technology is underestimated, while the latest technological…
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Edin Mujagic
Opinion
February 4, 2025

The European Central… What exactly? A ‘bank’ in name only

The ECB drifts from its core mission, embracing politics over monetary policy—what does this mean…
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Jeroen Blokland
Opinion
February 3, 2025

‘Seeking’ productivity growth

A Chinese AI disruptor shakes up Big Tech—DeepSeek challenges the AI status quo, promising cheaper…
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Han de Jong
Opinion
February 3, 2025

The Fed, Trump’s intuition, and Von der Leyen’s policy reversal

The Fed’s steady hand, Trump’s shifting intuition, and Von der Leyen’s regulatory U-turn—what do…
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Han Dieperink
Investing
January 21, 2025

Trump’s second term

Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks…
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Jeroen Blokland
Opinion
January 20, 2025

Chart of the week: doom-mongers debunked!

Yes, they’re back again. With rising interest rates firmly on investors’ minds worldwide, the doom…
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Han Dieperink
Opinion
January 15, 2025

American ambition and European opportunities

The underperformance of European equities compared to U.S. equities reached unprecedented levels in…
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Gregory Kennedy
Opinion
January 14, 2025

Are regulations stifling investor appetite?

Are EU regulations making investing bland? Gregory Kennedy explores the balance between safety and…
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Jeroen Blokland
Opinion
January 13, 2025

Chart of the week: The Great Debasement

Scarce assets such as gold and bitcoin were among the best-performing investment categories of the…
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Han Dieperink
Opinion
January 7, 2025

Argentina's supply-side economy

Argentina was once one of the wealthiest nations in the world, richer than France or Germany. Much…
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Claude Marx, director-general of CSSF. Photo: Marion Dessard/Bloomberg.
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AI becomes dividing line between progress and obsolescence

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Morningstar: AllianzGI versus JP Morgan in allocation funds

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