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overview.opinion
Opinion
January 23, 2023
Chart of the Week: Risk premiums back to normal?
A post recently appeared on my Bloomberg timeline that headlined: ‘BoE’s Bailey Says Truss Risk…
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Opinion
January 16, 2023
In Flux: A turning point for Quintet?
“The UBS phase is over,” a Quintet banker told me last week. Luxembourg-based Qatari-owned Quintet…
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Opinion
December 19, 2022
Responsible investing – there is no alternative
The demand for ESG-compliant investments is growing, especially among professional investors. The…
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Opinion
December 5, 2022
Chart of the week: why easy? Difficult is also possible!
No, this is not a column about the Netherlands’ performance at the World Cup. Although, of course…
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Opinion
November 28, 2022
In Flux: Where there’s smoke…
Luxembourg last week was buzzing with speculation and market talk. A major deal was said to be in…
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Opinion
November 18, 2022
New valuation association is a big deal for private equity
The new Luxembourg Valuation Associations Professionals, or LVPA, launched this week. It’s a boost…
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Opinion
November 17, 2022
Forward-looking ESG analysis key for creating trust
With the prominent focus on ESG, asset managers find themselves in a challenging position: On the…
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Opinion
November 11, 2022
The housing market crisis is in full swing in some places
Although inflation has made its comeback in Western economies after decades of oblivion (the great…
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Investing
November 7, 2022
Graph of the week: Inverted yield curve? Don't panic
As might be expected, the US 10-year - 3-month yield curve has also turned negative. This inversion…
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Opinion
November 4, 2022
In Flux: It’s like we lost Taiwan, or Canada
The data leaves no doubt about it. This year is a tough one for investors everywhere. It’s very…
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