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Opinion
Opinion
May 4, 2022
Chart of the week: managers remain overweight on risk
The latest edition of the Bank of America Global Fund Manager Survey shows that fund managers are…
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Opinion
April 25, 2022
Chart of the week: Rising rates reduce appeal of stocks
Bond yields have shot up worldwide. The US 10-year yield stands at 2.90 percent compared to 1.50…
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Opinion
April 21, 2022
Green inflation
For the moment, inflation is largely caused by a sharp increase in energy prices. Two years ago, the…
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Opinion
April 15, 2022
In Flux: a bubbling housing market, Reifs and rising rates
If there is one economic lesson my father, a construction engineer, taught me, it’s that mortgage…
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Sector
April 14, 2022
Warren Buffett's inflation-proof portfolio
Not surprisingly, Berkshire Hathaway has risen 16 percent this year and has outperformed the S&P 500…
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Opinion
April 7, 2022
Chart of the week: What do we really know about inflation?
Most research papers on inflation focus on the period from 1950, after World War II, or from the…
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Opinion
March 31, 2022
Moral hazard
After the stock market crash of 1987, measures were taken to prevent a new financial drama in the…
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Opinion
March 28, 2022
Chart of the week: end of the housing bubble?
US mortgage rates have shot up since the start of this year. The 30-year fixed rate stands at 4.5…
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Opinion
March 24, 2022
A bull market for inflation
The biggest risk for investors at the moment is high inflation. While the market places too much…
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Opinion
March 21, 2022
Contradicting investors
I am a fan of the Bank of America Global Fund Manager Survey. Not only because this survey covers…
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