overview.opinion

Jeroen Blokland
Opinion
June 20, 2022

Chart of the week: are profits the next domino?

The global economy is cooling significantly and a large number of countries are at risk of recession…
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Storm
Opinion
June 16, 2022

A brave new world for investors

In the autumn of 1997, both in Europe and the United States, the ten-year interest rate fell towards…
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Jeroen Blokland
Opinion
June 14, 2022

Graph of the week: the ECB's impossible task

Even before the European Central Bank has ended the current buying programme, ECB members are…
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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
June 14, 2022

In Flux: Who’s afraid of private equity?

Is private equity, like Amundi’s Chief Investment Officer Vincent Mortier recently said, a Ponzi…
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Bear market, illustration via Flickr by Investment Zen CC BY 2.0
Investing
June 9, 2022

Han Dieperink: equity market may fall further

Since 1926, the S&P 500 index has fallen by more than 20 percent fifteen times. On average, the…
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Jeroen Blokland
Investing
June 7, 2022

Chart of the week: this valuation gets in the way

When it comes to equity valuations, most investors are concerned with the price/earnings ratio. And…
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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
June 3, 2022

In Flux: Fifty shades of green

Sustainable finance poses a compliance risk you can no longer afford to ignore, no matter whether…
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Dutch national team in the 1974 World Cup Finals. Photo: ANP.
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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Jeroen Blokland
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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Most recent

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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PDVSA is Venezuela's state oil company. Photo: Wikimedia.
Asset Allocation

Venezuela, Greenland and the return of spheres of influence

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Proxy advisors ISS and Glass Lewis in November recommended shareholders vote against the 1,000 billion dollar pay package for Elon Musk. Photo: TED via Flickr.
Laws and Regulations

White House reins in proxy firms, curbing shareholder power

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