overview.opinion

Han Dieperink
Opinion
February 19, 2025

‘Animal spirits’

The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
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Jeroen Blokland
Opinion
February 17, 2025

Chart of the week: Powell vs Trump, interest versus rhetoric

A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
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Gregory Kennedy
Opinion
February 12, 2025

MacGyver becomes a chief compliance officer – and regrets it

Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory…
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Han Dieperink
Opinion
February 11, 2025

The wisdom of the collective

Passive investing can be seen as a disruptive innovation that has also reduced costs for active…
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Jeroen Blokland
Opinion
February 10, 2025

Chart of the week: call that dumb!

Investing is rarely straightforward. And with an unpredictable individual at the helm of the world’s…
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Han Dieperink
Opinion
February 4, 2025

The next Microsoft

Time and again, the arrival of new technology is underestimated, while the latest technological…
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Edin Mujagic
Opinion
February 4, 2025

The European Central… What exactly? A ‘bank’ in name only

The ECB drifts from its core mission, embracing politics over monetary policy—what does this mean…
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Jeroen Blokland
Opinion
February 3, 2025

‘Seeking’ productivity growth

A Chinese AI disruptor shakes up Big Tech—DeepSeek challenges the AI status quo, promising cheaper…
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Han de Jong
Opinion
February 3, 2025

The Fed, Trump’s intuition, and Von der Leyen’s policy reversal

The Fed’s steady hand, Trump’s shifting intuition, and Von der Leyen’s regulatory U-turn—what do…
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Han Dieperink
Investing
January 21, 2025

Trump’s second term

Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks…
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Most recent

Roughly 20 percent of global oil trade and a quarter of LNG flows pass through the Strait of Hormuz. Photo: NASA.
Investing

Markets confront new uncertainty after U.S. strike on Iran

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Mike Chen, head of Next Generation Quant at Robeco. Photo: Robeco.
Asset Managers

Robeco embraces agentic AI as next disruptor in asset management

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Jeroen Blokland
Opinion

Chart of the week: under control

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pexels-artempodrez-5941981
Expert Panel

Morningstar: Comgest vs Carmignac on culture, stability and long-term strength

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Gertjan Verdickt
Opinion

The end of value investing?

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