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Opinion
Opinion
August 1, 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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Opinion
July 25, 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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Opinion
July 22, 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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Opinion
July 18, 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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Opinion
July 15, 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
July 12, 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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Investing
July 11, 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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Opinion
July 6, 2022
Disruptive innovation: the iPhone as game changer for investors
Fifteen years ago, I bought my first iPhone in Denver, Colorado. Not entirely coincidentally, I was…
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Opinion
July 4, 2022
Chart of the week: A sudden halt to spending
German consumer confidence has fallen to its lowest level ever, it became clear last week. Never…
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Opinion
July 1, 2022
Grow to fight climate crisis
More economic growth means more population growth, according to Thomas Malthus. The demographer and…
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Defense stocks shield Europe against market malaise
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Asset Managers
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Asset Servicing
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