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overview.opinion
Opinion
11 décembre 2023
Absurd comedy at the ECB
In a recent speech, Christine Lagarde highlighted the dire implications of prolonged high inflation…
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Opinion
8 décembre 2023
Mind that Golden Gap!
These days, it is almost impossible not to talk about gold or bitcoin - for me, these two assets are…
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Opinion
7 décembre 2023
Letting Ireland dominate ETFs is pure madness
On the 4th of September 1996, Luxembourg signed its most recent tax treaty with the United States of…
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Investissement
27 novembre 2023
Housing shortage: high prices, less growth
Skyrocketing mortgage rates and astronomical house prices make it almost impossible for the average…
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Opinion
22 novembre 2023
Luxembourg Gare: Three nails in the coffin
On September 23rd, residents of the Gare district protested against the escalating levels of…
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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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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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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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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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Opinion
Comment ça, peu d’emplois ?
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Investissement
La géopolitique devient un risque structurel pour le marché en 2026
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Répartition des actifs
Les banques européennes ont peu de marge de manœuvre pour absorber les chocs
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Investissement
Les gestionnaires d’actifs prévoient un retour en force des actions européennes en 2026
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Investissement
« Le prix du café est excessif »
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