Opinion

Jeroen Blokland
Opinion
March 28, 2022

Chart of the week: end of the housing bubble?

US mortgage rates have shot up since the start of this year. The 30-year fixed rate stands at 4.5…
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Opinion
March 24, 2022

A bull market for inflation

The biggest risk for investors at the moment is high inflation. While the market places too much…
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Jeroen Blokland
Opinion
March 21, 2022

Contradicting investors

I am a fan of the Bank of America Global Fund Manager Survey. Not only because this survey covers…
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Russia and China
Opinion
February 24, 2022

The second Cold War is hot

Western leaders are struggling with their response to Putin’s latest challenge. They agree that it…
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Market analysis
Opinion
February 17, 2022

The year of the stock picker

For two decades in a row money has money has flowed out of active funds. Last year, 100 billion euro…
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Euro sign at the ECB in Frankfurt
Opinion
February 10, 2022

Draghi’s promise is at stake

President Biden and Olaf Scholz, the new German Chancellor, are not on the same page regarding…
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Opinion
February 2, 2022

'Wealthtech needs humans'

As the asset management industry embraces wealthtech, its business model has suddenly become very…
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Service station
Investing
January 11, 2022

Economist's view: the oil crisis of 2022

The two oil crises of the 1970s are notorious. In 1973, the oil price went from $3 a barrel to $12 a…
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Bull-Hans-Eiskonen unsplash
Investing
January 10, 2022

Mr Market: the pandemic is over

So goes January, so goes the year, it is sometimes said. If so, Mr Market has decided that the Covid…
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Emmanuel Macron and Mario Draghi (2019 archive photo)
Asset Managers
January 10, 2022

Opinion: French-Italian cocktail of cunning for EU

“Never waste a good crisis” is an English expression that you can safely leave to the French and…
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Most recent

Jeroen Blokland
Opinion

Chart of the week: the Great Rebalancing: slowly but surely

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Oaklins Netherlands is buying Luxembourg-based family office Andreas Capital.
Family Offices

Oaklins buys Andreas Capital to expand in family wealth

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Expert Panel

Morningstar: Nordea Asset Management vs Fidelity International

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Europese vlag in Straatsburg. Photo: Philippe Buissin, EU.
Supervision

Fault lines visible as EU gears up for market supervision push

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Credit: İsmail Enes Ayhan / Unsplash
Investing

‘Reluctantly, we are adding to chip stocks’

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