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Opinion
Opinion
August 24, 2022
Han Dieperink: interest rates must rise further
The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
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Opinion
August 22, 2022
Chart of the week: valuation as decisive factor
Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
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Opinion
August 18, 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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Asset Managers
August 17, 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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Opinion
August 15, 2022
Chart of the week: Misery Index
The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Asset Managers
August 11, 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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Opinion
August 8, 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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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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Asset Allocation
Belgium plans dual defense funds, invites financial sector to join in
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Morningstar: Pzena versus Stewart Investors in EM equities
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Market stress puts classic stock-bond correlation to the test
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AllianzGI creates private markets division, names Jozan as head
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Asset Managers
Roelof Salomons: ‘Increased frequency of internal memos’
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