overview.opinion

Jeroen Blokland
Opinion
11 novembre 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
Lois et réglementation
6 novembre 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
5 novembre 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
4 novembre 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
29 octobre 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
28 octobre 2024

Graphique de la semaine : The Way We Were

L’inflation américaine est retombée à 2,4 %, se rapprochant ainsi de l’objectif fixé par la Réserve…
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Gregory Kennedy
Opinion
23 octobre 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
22 octobre 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
21 octobre 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
Investissement
16 octobre 2024

Longue vie au marché haussier !

Le week-end dernier, cela faisait deux ans déjà que le marché des actions est orienté à la hausse…
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Jeroen Blokland
Opinion

Comment ça, peu d’emplois ?

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Biggest geopolitical risk. Image: Defigners
Investissement

La géopolitique devient un risque structurel pour le marché en 2026

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Skyline banks Frankfurt. Photo by Matthias Münning on Unsplash
Répartition des actifs

Les banques européennes ont peu de marge de manœuvre pour absorber les chocs

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Comeback of Europe. Image: Defigners
Investissement

Les gestionnaires d’actifs prévoient un retour en force des actions européennes en 2026

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Pexels - Gundula Vogel
Investissement

« Le prix du café est excessif »

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