overview.opinion

Jeroen Blokland
Investissement
12 septembre 2022

Chart of the week: A few rate hikes, but then what?

In retrospect, we can say that central banks used the annual Jackson Hole symposium to revive their…
Read more
Jeroen Blokland
Opinion
5 septembre 2022

The yuan as a sentiment indicator

With China using interest rates again to defuse the property crisis, and the Federal Reserve making…
Read more
Han Dieperink: the added value of low volatility
Répartition des actifs
1 septembre 2022

Han Dieperink: the added value of low volatility

Low-risk stocks do better in the long run than high-risk stocks. For the record, this story equates…
Read more
Edin Mujagić, chief economist at OHV Asset Managemnt.
Opinion
31 août 2022

The ECB fails since 1999!

“In accordance with Article 105(1) of the Treaty, the primary objective of the ESCB shall be to…
Read more
Jeroen Blokland
Investissement
29 août 2022

Chart of the week: German inflation nearing 10%

It was a huge shock. The 37.2 percent increase in German producer prices, or PPI, for July that the…
Read more
Jan Vergote is a former chief strategist at Belfius Bank and set up the Investment Talks initiative. He is an Investment Officer knowledge expert.
Investissement
26 août 2022

Jan Vergote: central bankers and inflation... quo vadis?

In the last month, we have seen a sharp recovery in the stock market that most analysts (including…
Read more
Jerome Powell, President of the Federal Reserve.
Opinion
25 août 2022

Han Dieperink: interest rates must rise further

The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
Read more
Jeroen Blokland
Opinion
22 août 2022

Chart of the week: valuation as decisive factor

Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
Read more
High gas prices, Flickr photo by Steve Baker
Opinion
18 août 2022

Han Dieperink: alternatives for energy

European gas and electricity prices break records almost daily. The effect of energy on an economy…
Read more
HSBC & BOC, foto via Flickr door november-13
Asset Managers
18 août 2022

No dollar, no crypto, but the e-yuan

The value of a currency is based on trust. The Russian sanctions have not helped the status of…
Read more

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

Read more
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

Read more
Foto door Lance Chang via Unsplash
Investissement

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

Read more
pexels-artempodrez-5941981
Panel d'experts

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

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

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

Read more