overview.opinion

Market analysis
Opinion
February 17, 2022

The year of the stock picker

For two decades in a row money has money has flowed out of active funds. Last year, 100 billion euro…
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Euro sign at the ECB in Frankfurt
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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Service station
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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Bull-Hans-Eiskonen unsplash
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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Emmanuel Macron and Mario Draghi (2019 archive photo)
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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Drawing a lightbulb
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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Sustainability returns
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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Surprised
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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President Biden, December 2021
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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Most recent

The Federal Reserve Bank of Chicago. Photo: Ajay Suresh, CC BY 2.0 via Wikimedia.
Asset Managers

Split on rate path, US firms agree on how to position in Treasuries

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ABN Amro Gustav Mahlerlaan
Sector

Private banking coveted prize in European bank consolidation

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Gertjan Verdickt
Opinion

The human factor in factor investing

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Sunset in Paris. Photo: CC0 via pxhere.
Asset Allocation

French political turmoil underlines ‘desynchronized growth’ in Europe

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CSSF's headquarters in Luxembourg. Photo: IO.
Supervision

CSSF presses fund managers to tighten ESG disclosures

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