overview.opinion

Jeroen Blokland
Opinion
November 11, 2024

Chart of the week: Why are stocks so expensive?

I often read that stocks are incredibly expensive and that a significant correction is “imminent.”…
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Gregory Kennedy
Laws and Regulations
November 6, 2024

Time to take a page from Ireland’s playbook

Luxembourg should take a page from Ireland’s playbook and deepen its relationship with the United…
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Han Dieperink
Opinion
November 5, 2024

A recession after the elections

Growing signals suggest the Republicans could clinch a victory in today’s elections, a scenario…
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Jeroen Blokland
Opinion
November 4, 2024

Chart of the week: tariff nonsense!

In our increasingly polarised society, political messages are more frequently being ‘hidden’ within…
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Edin Mujagic
Opinion
October 29, 2024

ECB: Everything will be fine with inflation in 20XX

The governing council of the European Central Bank (ECB) lowered interest rates again in October…
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Jeroen Blokland
Opinion
October 28, 2024

Chart of the week: The Way We Were

US inflation has fallen back to 2.4 per cent, not far from the Federal Reserve’s target. In Europe…
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Gregory Kennedy
Opinion
October 23, 2024

It is hard to raise capital in Luxembourg

The cold, wet, and miserable weather does nothing to dampen Jason ‘IPO’ Lee’s spirits as he arrives…
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Han Dieperink
Opinion
October 22, 2024

Emerging markets in portfolio

Following the Great Financial Crisis, the western monetary madness led to years of outperformance…
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Jeroen Blokland
Opinion
October 21, 2024

Chart of the week: ‘Dumb money’

I was brought up in an investment era where bond investors proudly positioned themselves as “smart…
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Han Dieperink
Investing
October 16, 2024

Long live the bull market

Last weekend marked the second anniversary of the current bull market in equities. Since hitting its…
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Most recent

Roughly 20 percent of global oil trade and a quarter of LNG flows pass through the Strait of Hormuz. Photo: NASA.
Investing

Markets confront new uncertainty after U.S. strike on Iran

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Mike Chen, head of Next Generation Quant at Robeco. Photo: Robeco.
Asset Managers

Robeco embraces agentic AI as next disruptor in asset management

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Jeroen Blokland
Opinion

Chart of the week: under control

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Expert Panel

Morningstar: Comgest vs Carmignac on culture, stability and long-term strength

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Gertjan Verdickt
Opinion

The end of value investing?

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