overview.opinion

Opinion
28 octobre 2022

Enough to drive you crazy

In an earlier column here I defended Liz Truss andI expressed support not so much for the content of…
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Jeroen Blokland
Investissement
24 octobre 2022

Chart of the week: inflation drives lower, not higher profits

Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Han Dieperink
Investissement
20 octobre 2022

The effect of inflation on corporate earnings 

The big difference between bonds and equities is that cash flows in bonds are fixed in advance. It…
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In-house valuation teams add value to AIFM clients
Opinion
17 octobre 2022

In-house valuation teams add value to AIFM clients

In-house valuation teams, with experts for every asset class, will become a standard feature among…
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Jeroen Blokland
Investissement
17 octobre 2022

Chart of the Week: What’s in store for bonds

The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
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Jeroen Blokland
Opinion
10 octobre 2022

Chart of the Week: Is Credit Suisse a systemic risk?

European financials are in the spotlight again. And once again, it is not because of anything good…
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Jeroen Blokland
Opinion
6 octobre 2022

Graph of the week: more than a pound of trouble

UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
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Jeroen Blokland
Opinion
26 septembre 2022

Graph of the week: Eurozone is down but not out

After consistently recording fat pluses over the past decade, the euro area’s trade balance has sunk…
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Jerome Powell, President of the Federal Reserve.
Répartition des actifs
23 septembre 2022

Probably the best and worst year ever for bonds

This will probably be the worst but also the best year for bonds ever. Rising interest rates and…
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Jeroen Blokland
Opinion
19 septembre 2022

Chart of the Week: Housing as the next domino

Activity in the US housing market is rapidly declining. New home sales fell more than 12 per cent in…
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Most recent

Laurent Verheyen and Patricia Dillen of the Antwerp-based brokerage Jean Verheyen.
Administration d’actifs

Jean Verheyen, assureur d’œuvres d’art : « Nous sommes les private insurers »

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Afbeelding van Vilkasss via Pixabay
Investissement

FMI : la géopolitique pourrait faire perdre 1 % par mois aux actions

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Lynda Schweitzer, co-head global fixed income at Loomis, Sayles & Co. Photo: Natixis.
Répartition des actifs

Lynda Schweitzer (Loomis Sayles) maintient sa stratégie sur la duration

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Han Dieperink
Opinion

Les 100 premiers jours

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Tayssir Kadamany - Pexels 3674523-17852139
Panel d'experts

Morningstar – dette des marchés émergents : Neuberger Berman et Pimco

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