overview.opinion

Jeroen Blokland
Investing
September 9, 2024

Surely this must be the end of the rally

The equity allocation of US households has risen to 60 percent. The last time stocks had this much…
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Edin Mujagic
Investing
September 2, 2024

Is the Eurozone really outperforming the U.S. on debt? Not so fast!

It might seem like Europe has its financial house in better order than the United States. But hold…
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Jeroen Blokland
Opinion
August 26, 2024

Chart of the Week: a chart that argues against a recession

A new (American) recession remains a hot topic. And it’s understandable because a significant series…
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Han Dieperink
Opinion
August 21, 2024

Don't invest in banks, except those from Japan

If you want to generate returns through stocks, focus on companies that achieve a higher return on…
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Jeroen Blokland
Investing
August 19, 2024

Chart of the week: The great rebalancing

Government bonds have long enjoyed a special place in investors’ portfolios. Often seen as a…
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Jeroen Blokland
Investing
August 12, 2024

Unfortunately, this is not the end of the carry trade

The Bank of Japan unexpectedly raised interest rates, and for those who did expect it, the increase…
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Gregory Kennedy
Asset Servicing
August 7, 2024

Luxembourg labyrinth: Daisy Mae’s quest to launch a fund

Daisy Mae faces a complex journey launching a railway investment fund in Luxembourg amidst…
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Jeroen Blokland
Investing
August 5, 2024

Time to question the central bank herd mentality

Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and…
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Han Dieperink
Opinion
July 25, 2024

JD Vance as the new power player

Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate…
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Jeroen Blokland
Opinion
July 15, 2024

Schade Deutschland, alles ist vorbei

Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.
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