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overview.opinion
Opinion
July 25, 2025
ECB frustrated by strong euro, shows its inconsistency once again
It was June 2008 when I flew to New York to meet Paul Volcker for the first time. That trip is…
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Opinion
July 22, 2025
Frontier, emerging, and developed markets
Vietnamese finance minister Nguyen Van Thang met with representatives from FTSE Russell last week to…
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Opinion
July 21, 2025
Chart of the week: a mega regime shift on the horizon?
Developments in public finances are unfolding at such a rapid pace that there’s barely time left to…
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Opinion
July 16, 2025
Family offices: finance’s new identity crisis
Family offices blur traditional financial roles. They are asset owners, asset managers, and wealth…
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Opinion
July 15, 2025
Artificially intelligent wealth management
We are at the beginning of a fundamental transformation in wealth management. Financial decisions…
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Opinion
July 14, 2025
Chart of the week: lack of buyers
Each week, I think about which macro figure or market theme to explore in this column. Then, out of…
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Opinion
July 11, 2025
What if your economic memory is too good?
Large language models may seem brilliant at making predictions, but often it’s just memorization…
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Investing
July 9, 2025
Jan Longeval: ‘Turbulence in the Japanese bond market’
Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the…
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Opinion
July 8, 2025
The underestimation of artificial intelligence
Artificial intelligence continues to be underestimated—both in terms of its scale and the speed of…
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Opinion
July 7, 2025
Chart of the week: one big beautiful lie
It’s done. With the deciding vote cast—no less—by Vice President J.D. Vance, the “One Big Beautiful…
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Most recent
Investing
Turns out gold doesn't only go up
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Expert Panel
Morningstar: AllianzGI versus JP Morgan in allocation funds
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Investing
Big tech companies take the next step in debt financing
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Opinion
Who will still want those guzzlers later on?
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Private Banks
The great wealth transfer: HSBC bridges legacy and innovation
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