overview.opinion

Jeroen Blokland
Investissement
20 novembre 2023

Euphoria!

Let me begin by stating my agreement that the Federal Reserve is unlikely to raise interest rates…
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Jan Vergote.
Opinion
13 novembre 2023

Decoding Xi’s ‘Chinese Dream’

China, poised to reclaim its title of a superior civilization, faces scrutiny from fund managers…
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Jeroen Blokland
Opinion
13 novembre 2023

The overstated impact of AI on productivity growth

If you’re a regular on platforms like X or LinkedIn, you’ve likely encountered those attention…
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Gregory Kennedy, IO columnist. Image: IO.
Opinion
10 novembre 2023

Roadblocks in asset management software procurement

The typical reasons that prompt asset managers to acquire new software often include recommendations…
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Investissement
8 novembre 2023

Make America Great Again 2.0

In a thought-provoking piece from May 2018, I penned a commentary here titled ‘Make America Great…
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Jeroen Blokland
Opinion
6 novembre 2023

Firesale in China!

China faces a complex challenge as it aims to further stimulate its economy amidst a relentless…
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Opinion
2 novembre 2023

The sustainability bail-out

Ever since the inception of the European Green Deal, ESG (Environmental, Social, and Governance) has…
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Jeroen Blokland
Investissement
30 octobre 2023

Where is the next Silicon Valley Bank?

Interest rates are shooting up and in some cases have reached the highest levels in decades. The…
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Investissement
24 octobre 2023

Ten old and ten new safe havens

US 10-year yields have risen above 5 per cent. As a result, earnings yield - the inverse of the P/E…
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Gregory Kennedy, IO columnist. Image: IO.
Secteur
19 octobre 2023

I do not regret that my crypto investments lost money

It was 2020, and there were countless stories of young investors becoming millionaires overnight by…
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Most recent

Wall Street’s iconic Charging Bull, temporarily wrapped, much like confidence in the dollar. Foto: Yucal Moran, Unsplash.
Investissement

Les gestionnaires américains se détournent du dollar et des emprunts et autres actifs américains

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

Les marchés face à de nouvelles incertitudes après l’attaque contre l’Iran

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Foto door Lance Chang via Unsplash
Investissement

« Avec l’accélération du reshoring, les investisseurs doivent revoir leur stratégie »

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pexels-artempodrez-5941981
Panel d'experts

Morningstar – stabilité et puissance à long terme, Comgest et Carmignac

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

Robeco développe un système d’IA qui investit de manière autonome

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