overview.opinion

Jeroen Blokland
Opinion
November 10, 2025

Chart of the week: what’s expensive?

Now that Trump has been taking things a bit easier over the past few weeks, stock valuations have…
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Christophe Santer
Opinion
November 7, 2025

What private markets can learn from hospitality

As AI transforms fund administration, the true differentiator will not be process but people. The…
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Gertjan Verdickt
Opinion
November 5, 2025

The myth of “free” dividends

A targeted educational intervention can break the free dividends fallacy among retail investors. The…
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Christophe Santer
Opinion
November 4, 2025

The great intermediary reboot

Private markets no longer run in straight lines. Intermediaries are merging, data is flowing, and…
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Edin Mujagic
Opinion
November 4, 2025

A strong euro? Quite the opposite

It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York…
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Jeroen Blokland
Opinion
November 3, 2025

Chart of the week: the short-term memory of investors, economists, and experts

It took a little longer than expected, but the delayed US inflation figure for October came in just…
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Wouter Weijand
Opinion
October 30, 2025

Who will still want those guzzlers later on?

The bulk of US economic growth this year can be attributed to data centers. But what will all that…
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Jeroen Blokland
Opinion
October 27, 2025

Chart of the week: 海 市 蜃 楼

The title of this column is the Chinese word for “mirage” or “illusion.” Hot air, in other words…
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Wouter Weijand
Opinion
October 24, 2025

Vive la France!

Last week, the French government survived two motions of no confidence, mainly by promising not to…
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Christophe Santer
Opinion
October 21, 2025

The reverse silk road: why Asian money now lands in Luxembourg

Asian investors are turning to Luxembourg as their preferred gateway to global private markets. The…
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Most recent

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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Sonja Laud. Foto: L&G Asset Management.
Investing

Geopolitics and AI are testing the cost of capital

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Balance scale, photo by Piret Ilver on Unsplash
Expert Panel

Morningstar: Invesco vs AQR in risk parity funds

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Han Dieperink
Opinion

The economy that eats itself

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Gertjan Verdickt
Opinion

From lottery bonds to cryptocurrencies: the rational gamble of the small investor

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