overview.opinion

Secteur
27 mars 2024

These parts of the fund industry need urgent restructuring

Every now and then, my development team informs me that they need to take a pause from future…
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Opinion
26 mars 2024

It’s ECB watchers time!

As the last vestiges of winter’s chill give way to the vibrant blooms of spring, the financial…
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Investissement
25 mars 2024

Forget about bubble spotters!

Over the past year, Nvidia’s stock has soared by more than 200%, igniting talks of a “bubble” among…
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Paul Moody, Managing Director, CFA Institute.
Secteur
21 mars 2024

ESG funds thrive amid denial

In a world inundated with political polarisation and partisan scepticism, it’s easy to get lost in…
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Opinion
20 mars 2024

New Solvency II rules – A boost for Eltifs?

On 19 January 2024, the Council of the European Union published the final compromise containing…
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Raymond Frenken
Secteur
19 mars 2024

Defence investments dilemma is tough test for ESG

As European skies darken with the storm clouds of geopolitical tensions, particularly the shadow…
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Répartition des actifs
18 mars 2024

China grapples with Western problems

Comparatively minimal macroeconomic news of substance emerges from China; however, the information…
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Répartition des actifs
15 mars 2024

Chinese diversification

Chinese stocks are the opposite of US Big Tech stocks in almost every way. They are cheap, but…
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Secteur
14 mars 2024

Five reasons why Luxembourg is a better fund domicile than Ireland

Ireland’s competitive tax policies and workforce have attracted numerous fund promoters, propelling…
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Opinion
11 mars 2024

Deglobalisation is a fact

In the ever-escalating tech tug-of-war between China and the United States, the dragon nation is…
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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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