overview.opinion

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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Jeroen Blokland
Opinion
April 7, 2025

Chart of the week: generation gap

This week marked the 22nd edition of the Mining Forum Europe in Zurich. For a long time, it was an…
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Most recent

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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Expert Panel

Morningstar: Comgest vs Carmignac on culture, stability and long-term strength

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Gertjan Verdickt
Opinion

The end of value investing?

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