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overview.opinion
Opinion
December 17, 2021
Economist's view: the importance of China in the portfolio
While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
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Opinion
December 9, 2021
Economist's view: balanced portfolio does not protect now
Since the 1980s, a balanced portfolio has been a great alternative to a full – highly offensive –…
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Opinion
December 3, 2021
Is the judgment of Paris (1976) on US vs. French wine relevant?
The wine world was taken by surprise in 1976: Steven Spurrier, the British wine merchant, had a jury…
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Opinion
November 25, 2021
Economist's view: what lies behind the curve
Rising house prices, records in the stock markets, extremely expensive bond markets and a new high…
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Opinion
October 22, 2021
Economist commentary: the stability of the financial system
Money only has value if there is a relationship with the value created in the real economy. So the…
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Opinion
October 19, 2021
Economist comment: Chinese government bonds attractive
At more than USD 15 trillion, the Chinese bond market is the second largest in the world. China only…
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Opinion
October 14, 2021
Economist comment: the end of an era
After almost half a century at the helm of KKR, co-CEOs Henry Kravis and George Roberts are handing…
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Opinion
October 8, 2021
Comment: ageing population to increase inflation
To a large extent, the current inflation level is a consequence of the coronavirus crisis. That is…
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Opinion
September 28, 2021
Economic analysis: the start of the tightening cycle
The Federal Reserve, the Bank of England and the ECB have all started to tighten. The Fed thinks…
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Opinion
September 27, 2021
Economic analysis: energy shortage rises vertically
The energy transition is anything but smooth. This week, two energy suppliers went bankrupt in the…
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