overview.opinion

Chart of the week: Red-hot
Investissement
13 mars 2023

Chart of the Week: Are equities complacent?

Powell opens the door to a 50-basis-point rate hike, interest rates shoot up and equities crash. And…
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Chart of the week: Red-hot
Opinion
6 mars 2023

Chart of the week: are stocks overpriced?

My column last week, titled ‘Cash is king,’ showed that both cash and bonds are again competing with…
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Chart of the week: Red-hot
Opinion
27 février 2023

Chart of the Week: Cash is King!

Investing is a game of relative things, at least if you do it right. Whether you have a short or…
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In Flux: Where there’s smoke…
Opinion
17 février 2023

In Flux: Eltifs will be tough nut to crack

This week’s adoption of the updated EU regulation for long-term investment funds, known as Eltifs…
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Chart of the week: Red-hot
Investissement
12 février 2023

Chart of the week: Red-hot

The US economy created more than half a million jobs in January. That was almost three (!) times…
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Han Dieperink, chief investment strategist at Auréus Asset Management.
Opinion
1 février 2023

ChatGPT and the world of finance

During my student days in the late 1980s, I was one of the few students who had access to an Apple…
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Jeroen Blokland, founder of True Insights. Image: IO.
Opinion
30 janvier 2023

Graph of the week: a major mismatch

The latest ‘chart of the week’ shows a difference between market expectations of what the Federal…
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Edin Mujagic, OHV
Opinion
27 janvier 2023

The ECB should learn from the Fed

Forget all those bars of gold that are heavily guarded because they are incredibly valuable…
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Dr Sofia Harrschar, country head Luxembourg, Universal Investment. Photo: UI.
Opinion
23 janvier 2023

Alternatives boost performance of institutional funds

Data analysis of transactions of Universal Investment’s institutional clients shows that alternative…
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Jeroen Blokland
Opinion
23 janvier 2023

Chart of the Week: Risk premiums back to normal? Really?

A post recently appeared on my Bloomberg timeline that headlined: ‘BoE’s Bailey Says Truss Risk…
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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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