overview.opinion

Opinion
April 15, 2024

Supply in bonds and equities

This week, the following chart from the Financial Times caught my attention. It shows the net…
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Opinion
April 11, 2024

Dora is ‘around the corner’

The first quarter of 2024 has lapsed and there are only less than three quarters to go for the…
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Opinion
April 10, 2024

Animal spirits

Money’s gotta move—it’s the backbone of our economy, and the speed at which it zips around, known as…
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Dr Sofia Harrschar, country head Luxembourg, Universal Investment. Photo: UI.
Asset Allocation
April 9, 2024

Alternatives continue dynamic growth

Sofia Harrschar, head of alternative investments & structuring at Universal Investment, delves into…
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Investing
April 8, 2024

We don’t want growth!

Growth has turned into our modern-day holy grail—a beacon that politicians, companies, and…
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Opinion
April 4, 2024

Asset managers don’t come to Luxembourg for the weather

Sparked by a thought-provoking piece from Gregory Kennedy, the debate about Luxembourg as an…
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Investing
April 2, 2024

Repeat offender

France reported a few weeks ago that its already exorbitant budget deficit of 4.9 per cent of French…
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Sector
March 27, 2024

Parts of the fund industry need urgent restructuring

Every now and then, my development team informs me that they need to take a pause from future…
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Opinion
March 26, 2024

It’s ECB watchers time!

As the last vestiges of winter’s chill give way to the vibrant blooms of spring, the financial…
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Investing
March 25, 2024

Forget about bubble spotters!

Over the past year, Nvidia’s stock has soared by more than 200%, igniting talks of a “bubble” among…
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Most recent

Foto door Lance Chang via Unsplash
Investing

‘Reshoring trend accelerates, investors must rethink strategies’

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Han Dieperink
Opinion

The end of the Japanese miracle

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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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