overview.opinion

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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
Dr Sofia Harrschar, country head Luxembourg, Universal Investment. Photo: UI.
Opinion
14 septembre 2022

Investors find stability in alternative investments 

Economic insecurities on a broad scale are increasingly impacting the decision making of…
Read more

Most recent

Jeroen Blokland
Opinion

Les investisseurs, les économistes et les experts ont la mémoire courte

Read more
Photo by Scottsdale Mint on Unsplash
Investissement

En fait, le cours de l’or ne fait pas que monter

Read more
Vlaggen Europese landen
Panel d'experts

Morningstar – fonds d’allocation : AllianzGI et J.P. Morgan

Read more
Edin Mujagic
Opinion

L’euro, une monnaie forte ? C’est plutôt le contraire !

Read more
Wouter Weijand
Opinion

Floating Junk Unlimited : qui voudra alors de ces bêtes énergivores ?

Read more