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overview.opinion
Opinion
June 2, 2022
Back to the 1970s
Nowadays, when the term stagflation is mentioned, everyone thinks back to the 1970s. Anyone who…
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Investing
May 30, 2022
Chart of the week: the ECB has turned!
The decision is made. The ECB will also raise interest rates now that inflation is showing few signs…
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Investing
May 19, 2022
‘A good company is not necessarily a good stock’
Financial markets do relatively well when it comes to predicting the future. Collective wisdom is…
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Opinion
May 16, 2022
Chart of the week: did growth stocks lose their lustre?
For years, US technology stocks have beaten the rest of the market. And not by much. This trend was…
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Opinion
May 13, 2022
Next euro crisis is looming
After Russia, the eurozone is probably the big loser in the Ukrainian war. Not so much politically…
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Investing
May 10, 2022
Position of the 'Nasdaq generals' is faltering
The Nasdaq is in a clear downtrend. It is still being held up by the ‘generals’, the big tech…
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Opinion
May 9, 2022
Chart of the week: Homes unaffordable?
Mortgage rates and home prices are skyrocketing worldwide. That is not good news for housing…
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Opinion
May 6, 2022
In Flux: Europe’s own SEC
Luxembourg loves the new new thing, especially when it comes to financial legislation. The big…
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Opinion
May 5, 2022
Demand for oil grows at the drop of a hat
Major investors like Warren Buffett and Goldman Sachs are increasing their positions in oil stocks…
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Opinion
May 4, 2022
Chart of the week: managers remain overweight on risk
The latest edition of the Bank of America Global Fund Manager Survey shows that fund managers are…
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Most recent
Asset Managers
Split on rate path, US firms agree on how to position in Treasuries
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Sector
Private banking coveted prize in European bank consolidation
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Opinion
The human factor in factor investing
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Asset Allocation
French political turmoil underlines ‘desynchronized growth’ in Europe
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Supervision
CSSF presses fund managers to tighten ESG disclosures
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