overview.opinion

Han Dieperink
Opinion
July 10, 2024

The vanished housing market

House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a…
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Jeroen Blokland
Investing
July 8, 2024

Ferrytales

It is high time for asset managers to reassess their private equity allocations, argues Jeroen…
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Edin Mujagic
Opinion
July 2, 2024

Inimitable ECB

Data-dependent, that was perhaps the word we heard most often from the president of the European…
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Jeroen Blokland
Investing
July 1, 2024

Will debt sink the American empire?

With the United States facing another daunting budget deficit of seven percent of GDP this year…
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Investing
June 25, 2024

Value investing is dead, long live value investing

A company’s human capital is difficult to value, but the art of attracting and retaining talent is…
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Investing
June 24, 2024

High interest rates as an explanation for strong economy? Nonsense!

Financial markets and economies are often inscrutable. As an investor, you just have to put up with…
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Investing
June 18, 2024

Vive la sixième république!

Never before have there been so many elections in a single year, and yet another one looms.
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Investing
June 17, 2024

Vive la France!

The European election results have sent shockwaves through traditional media and financial markets…
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Gregory Kennedy
Opinion
June 12, 2024

The EU risks becoming an open-air museum

While tourists flock to locations steeped in history, investors take the opposite approach; they…
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Investing
June 10, 2024

Finally, a stir

The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been…
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A ‘structural’ Trump could be even more challenging for Europe

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