overview.opinion

Stefan Duchateau
Opinion
September 2, 2025

Work ennobles (less and less)

What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies…
Read more
Edin Mujagic
Opinion
August 29, 2025

While the eurozone sinks, the orchestra plays in Frankfurt

At the Weseler Werft, a green strip along the river Main in Frankfurt with a view of the European…
Read more
Jan Vergote
Opinion
August 27, 2025

ANA or active non-alignment

Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean…
Read more
Han Dieperink
Opinion
August 26, 2025

The vision of Masayoshi Son

In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John…
Read more
Han de Jong
Opinion
August 25, 2025

Confessions of a former chief economist

Recently, Donald Trump urged Goldman Sachs to fire its chief economist. According to the president…
Read more
Gertjan Verdickt
Opinion
August 21, 2025

The finfluencer revolution is unstoppable

In the world of investment advice, a new player has emerged that leaves traditional analysts behind…
Read more
Christophe Santer
Opinion
August 20, 2025

Private equity in a higher-for-longer world

As interest rates stay elevated, private equity firms must relearn how to create value, with…
Read more
Han Dieperink
Opinion
August 19, 2025

The robot central banker

Jerome Powell is facing what may well be the most important speech of his career. This week, at the…
Read more
Han Dieperink
Investing
August 13, 2025

When the index calls the shots

Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto…
Read more
Gertjan Verdickt
Investing
August 12, 2025

Why even pros get beta wrong

Beta shows to what extent a portfolio moves in line with the market. But how well do investors…
Read more

Most recent

Proxy advisors ISS and Glass Lewis in November recommended shareholders vote against the 1,000 billion dollar pay package for Elon Musk. Photo: TED via Flickr.
Laws and Regulations

White House reins in proxy firms, curbing shareholder power

Read more
Sonja Laud. Foto: L&G Asset Management.
Investing

Geopolitics and AI are testing the cost of capital

Read more
Balance scale, photo by Piret Ilver on Unsplash
Expert Panel

Morningstar: Invesco vs AQR in risk parity funds

Read more
Han Dieperink
Opinion

The economy that eats itself

Read more
Gertjan Verdickt
Opinion

From lottery bonds to cryptocurrencies: the rational gamble of the small investor

Read more