overview.opinion

Justin de Ridder, Nectar
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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Jeroen Blokland
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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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
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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Opinion
October 28, 2022

Enough to drive you crazy

In an earlier column here I defended Liz Truss. I expressed support not so much for the content of…
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Jeroen Blokland
Investing
October 24, 2022

Chart of the week: inflation drives profits down

Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Han Dieperink
Investing
October 20, 2022

The effect of inflation on corporate earnings 

The big difference between bonds and equities is that cash flows in bonds are fixed in advance. It…
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In-house valuation teams add value to AIFM clients
Opinion
October 17, 2022

In-house valuation teams add value to AIFM clients

In-house valuation teams, with experts for every asset class, will become a standard feature among…
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Jeroen Blokland
Investing
October 17, 2022

Chart of the Week: What’s in store for bonds

The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
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Jeroen Blokland
Opinion
October 10, 2022

Chart of the Week: Is Credit Suisse a systemic risk?

European financials are in the spotlight again. And once again, it is not because of anything good…
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Jeroen Blokland
Opinion
October 5, 2022

Graph of the week: more than a pound of trouble

UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
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Most recent

Luxembourg’s Theaterplaatz. Photo by Ulrich Lantermann via Wikimedia.
Investing

Demand for compliance talent a 2026 priority for Luxembourg recruiters

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Max Severijns
Opinion

On Wall Street, one type of colleague remains ‘problematic’: the woman

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From left to right: Lorenzo Codogno, Ignazio Angeloni and Nicolas Véron.
Asset Managers

Protectionist reflexes still stand in the way of Europe’s champions

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Afbeelding van Jordan Beltran via Unsplash
Investing

What remains of ‘Who cares wins’? ESG after 25 years in perspective

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Han Dieperink
Opinion

The continuation of the semiconductor supercycle

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