overview.opinion

Jeroen Blokland
Opinion
16 août 2022

Chart of the week: Misery Index explains recession sentiment

The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Wall St. bull market
Asset Managers
11 août 2022

Forty years of the bull market

Forty years ago this week the bull market started in the United States. Not just any bull market…
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Jeroen Blokland
Opinion
9 août 2022

Chart of the week: Walmart profit warning is a warning sign

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
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Jeroen Blokland
Opinion
2 août 2022

Chart of the week: Rough and tumbling business confidence

And then things moved fast. Business confidence fell to worrying levels in July, making a recession…
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Edin Mujagić, chief economist at OHV Asset Managemnt.
Opinion
25 juillet 2022

ECB Watch: Not good, not bad but dangerous!

Time and again I look for it. And every time I do not find it. What is it about? I look for the word…
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Jeroen Blokland
Opinion
25 juillet 2022

Chart of the week: profit fatigue

The earnings season has only just begun, but we are already seeing some examples of what will become…
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Jeroen Blokland
Opinion
18 juillet 2022

Chart of the week: Negative surprises limit upside potential

Negative surprises put a cap on the upside potential, especially for equities. As a rule, investors…
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Jurgen Vluijmans, editorial manager of Investment Officer Belgium.
Opinion
15 juillet 2022

What can Europe offer investors?

Problems with energy supplies, a perfect storm of geopolitical uncertainty and, in the autumn…
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Opinion
12 juillet 2022

The end of the euro is nigh

For the first time since 2002, the euro trades at parity with the dollar. In the summer of 2008, one…
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Jeroen Blokland
Investissement
11 juillet 2022

Chart of the week: don’t be blindsided by recession

The ISM Manufacturing Index, also known as the purchasing managers’ index, fell more than expected…
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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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