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overview.opinion
Investing
August 29, 2022
Chart of the week: German inflation nearing 10%
It was a huge shock. The 37.2 percent increase in German producer prices, or PPI, for July that the…
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Investing
August 26, 2022
Jan Vergote: central bankers and inflation... quo vadis?
In the last month, we have seen a sharp recovery in the stock market that most analysts (including…
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Opinion
August 24, 2022
Han Dieperink: interest rates must rise further
The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
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Opinion
August 22, 2022
Chart of the week: valuation as decisive factor
Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
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Opinion
August 18, 2022
Han Dieperink: alternatives for energy
European gas and electricity prices break records almost daily. The effect of energy on an economy…
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Asset Managers
August 17, 2022
No dollar, no crypto, but the e-yuan
The value of a currency is based on trust. The Russian sanctions have not helped the status of…
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Opinion
August 15, 2022
Chart of the week: Misery Index
The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Asset Managers
August 11, 2022
Forty years of the bull market
Forty years ago this week the bull market started in the United States. Not just any bull market…
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Opinion
August 8, 2022
Chart of the week: Walmart profit warning is a warning sign
Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
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Opinion
August 1, 2022
Chart of the week: Rough and tumbling business confidence
And then things moved fast. Business confidence fell to worrying levels in July, making a recession…
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Expert Panel
Morningstar: Pimco vs Bluebay in Euro bond funds
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News
ING integrates Luxembourg unit into Global Investment Centre
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Private Banks
Fiscal amnesty lets Belgian families clean up past wealth
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Transfers
Transfers: Marguerite, Quintet, CenterSquare, EIB
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Asset Allocation
Markets tolerate French paralysis as long as yields stay high
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