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overview.opinion
Opinion
February 10, 2022
Draghi’s promise is at stake
President Biden and Olaf Scholz, the new German Chancellor, are not on the same page regarding…
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Opinion
February 2, 2022
'Wealthtech needs humans'
As the asset management industry embraces wealthtech, its business model has suddenly become very…
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Investing
January 11, 2022
Economist's view: the oil crisis of 2022
The two oil crises of the 1970s are notorious. In 1973, the oil price went from $3 a barrel to $12 a…
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Investing
January 10, 2022
Mr Market: the pandemic is over
So goes January, so goes the year, it is sometimes said. If so, Mr Market has decided that the Covid…
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Asset Managers
January 10, 2022
Opinion: French-Italian cocktail of cunning for EU
“Never waste a good crisis” is an English expression that you can safely leave to the French and…
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Investing
January 4, 2022
Economist's view: five lessons from 2021
The nice thing about the investment profession is that creativity is more important than striving…
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Investing
January 3, 2022
Economist's view: what does sustainability cost?
2021 was the third year in a row where sustainable investors outperformed non-sustainable investors…
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Opinion
December 29, 2021
Economist's view: the ten surprises of 2021
Every year there are surprises at the trade fair, although there seem to have been more in 2021. A…
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Opinion
December 23, 2021
Economist's view: Less liquidity weighs down inflation
Democratic Senator Joe Manchin wants to vote against President Joe Biden’s Build Back Better…
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Opinion
December 17, 2021
Economist's view: the importance of China in the portfolio
While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
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Most recent
Expert Panel
Morningstar: Impax vs. Pictet in ecology funds
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Investing
Tears in Omaha
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Transfers
Transfers: S&S, Clifford Chance, Carmignac, NBIM, Fasanara
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Asset Allocation
Berlin’s reform agenda on shaky ground after failed chancellor vote
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Opinion
The true strength of Buffett: loyalty to a simple strategy
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