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overview.opinion
Opinion
July 31, 2025
Chart of the week: The Next Catalyst
Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
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Opinion
July 29, 2025
Ruffling feathers in finance
Treasury Secretary Bessent suggests reviewing the Fed, an idea that’s ruffling feathers in central…
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Opinion
July 28, 2025
Chart of the week: celebration
While many economists were once again forecasting a recession and plenty of so-called market experts…
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Opinion
July 25, 2025
ECB frustrated by strong euro, shows its inconsistency once again
It was June 2008 when I flew to New York to meet Paul Volcker for the first time. That trip is…
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Opinion
July 22, 2025
Frontier, emerging, and developed markets
Vietnamese finance minister Nguyen Van Thang met with representatives from FTSE Russell last week to…
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Opinion
July 21, 2025
Chart of the week: a mega regime shift on the horizon?
Developments in public finances are unfolding at such a rapid pace that there’s barely time left to…
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Opinion
July 16, 2025
Family offices: finance’s new identity crisis
Family offices blur traditional financial roles. They are asset owners, asset managers, and wealth…
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Opinion
July 15, 2025
Artificially intelligent wealth management
We are at the beginning of a fundamental transformation in wealth management. Financial decisions…
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Opinion
July 14, 2025
Chart of the week: lack of buyers
Each week, I think about which macro figure or market theme to explore in this column. Then, out of…
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Opinion
July 11, 2025
What if your economic memory is too good?
Large language models may seem brilliant at making predictions, but often it’s just memorization…
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Most recent
Technology
Luxembourg lays foundation for a digital sovereign debt strategy
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Asset Managers
Morningstar: Allianz vs JP Morgan in multi-asset income funds
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Opinion
Chart of the week: The Next Catalyst
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Asset Allocation
ESG funds increasing exposure to defense, data confirms
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Transfers
Transfers: Aon, Allianz, Mimco, and SnapSwap
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