overview.opinion

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…
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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…
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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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Most recent

The Federal Reserve Bank of Chicago. Photo: Ajay Suresh, CC BY 2.0 via Wikimedia.
Asset Managers

Les gestionnaires d’actifs américains évitent de s’exposer aux taux longs

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ABN Amro Gustav Mahlerlaan
Secteur

La banque privée, butin convoité dans la consolidation des banques européennes

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Gertjan Verdickt
Opinion

Le facteur humain dans l’investissement factoriel

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Jeroen Blokland
Opinion

Ce n’est pas possible

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Foto Globe Valentin Antonucci - Pexels
Panel d'experts

Morningstar – actions mondiales : JP Morgan et Artisan

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