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Opinion
Opinion
November 4, 2022
In Flux: It’s like we lost Taiwan, or Canada
The data leaves no doubt about it. This year is a tough one for investors everywhere. It’s very…
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Opinion
October 28, 2022
Enough to drive you crazy
In an earlier column here I defended Liz Truss. I expressed support not so much for the content of…
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Investing
October 24, 2022
Chart of the week: inflation drives profits down
Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Investing
October 20, 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…
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Opinion
October 17, 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…
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Investing
October 17, 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…
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Opinion
October 10, 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…
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Opinion
October 5, 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…
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Opinion
September 26, 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…
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Asset Allocation
September 22, 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…
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Most recent
Expert Panel
Morningstar: GuardCap vs. Fundsmith in global equities
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Transfers
Vincent Juvyns joins ING Belgium as chief investment strategist
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Platforms
Asset managers launch uniform calculation for avoided emissions
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News
Investment Officer Luxembourg starts weekly newsletter in French
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Asset Allocation
Private debt under scrutiny as market complexity grows
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