overview.opinion

Edin Mujagic
Opinion
2 juillet 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
Investissement
1 juillet 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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Investissement
24 juin 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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Investissement
18 juin 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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Investissement
18 juin 2024

Vive la VIe République!

Jamais auparavant il n’y avait eu autant d’élections en une seule année, et voilà qu’un nouveau…
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Investissement
17 juin 2024

Vive la France!

The European election results have sent shockwaves through traditional media and financial markets…
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Gregory Kennedy
Opinion
12 juin 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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Investissement
10 juin 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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Opinion
4 juin 2024

More market, less government

There have been many criticisms of capitalism in recent years. These were mainly attempts to get rid…
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Investissement
3 juin 2024

House prices defy predictions

US house prices have climbed over 6% in the past year, pushing the value of homes nearly 3% above…
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Most recent

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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