overview.opinion

Jeroen Blokland
Opinion
July 18, 2022

Chart of the week: Negative surprises limit upside potential

Negative surprises put a cap on the upside potential, especially for equities. As a rule, investors…
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Jurgen Vluijmans, editorial manager of Investment Officer Belgium.
Opinion
July 15, 2022

What can Europe offer investors?

Problems with energy supplies, a perfect storm of geopolitical uncertainty and, in the autumn…
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Opinion
July 12, 2022

The end of the euro is nigh

For the first time since 2002, the euro trades at parity with the dollar. In the summer of 2008, one…
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Jeroen Blokland
Investing
July 11, 2022

Chart of the week: don’t be blindsided by recession

The ISM Manufacturing Index, also known as the purchasing managers’ index, fell more than expected…
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Steve Jobs presenting the original iPhone in 2007. Photo by Nobuyuki Hayashi via Flickr CC-BY-2.0
Opinion
July 6, 2022

Disruptive innovation: the iPhone as game changer for investors

Fifteen years ago, I bought my first iPhone in Denver, Colorado. Not entirely coincidentally, I was…
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Jeroen Blokland
Opinion
July 4, 2022

Chart of the week: A sudden halt to spending

German consumer confidence has fallen to its lowest level ever, it became clear last week. Never…
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There is no planet B. Photo by Markus Spiske via Unsplash CC BY 2.0
Opinion
July 1, 2022

Grow to fight climate crisis

More economic growth means more population growth, according to Thomas Malthus. The demographer and…
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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
July 1, 2022

In Flux: Industry 4.0 as the ‘new Ucits’

In Luxembourg’s financial sector, ‘the new Ucits’ is an informal but widely recognised label that…
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Jeroen Blokland
Opinion
June 27, 2022

Chart of the week: 'Growthless'

The Atlanta Fed GDPNow real GDP forecast for the second quarter stands at exactly 0 percent. So no…
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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
June 24, 2022

In Flux: A black Bloomsday

Luxembourg has witnessed that European integration still has its limits, even when war rages on…
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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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