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Opinion
Investing
June 23, 2022
What can stop the Fed?
The Federal Reserve is doing something else than what it says it is doing. At last week’s FOMC…
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Opinion
June 20, 2022
Chart of the week: are profits the next domino?
The global economy is cooling significantly and a large number of countries are at risk of recession…
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Opinion
June 16, 2022
A brave new world for investors
In the autumn of 1997, both in Europe and the United States, the ten-year interest rate fell towards…
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Opinion
June 14, 2022
Graph of the week: the ECB's impossible task
Even before the European Central Bank has ended the current buying programme, ECB members are…
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Opinion
June 14, 2022
In Flux: Who’s afraid of private equity?
Is private equity, like Amundi’s Chief Investment Officer Vincent Mortier recently said, a Ponzi…
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Investing
June 9, 2022
Han Dieperink: equity market may fall further
Since 1926, the S&P 500 index has fallen by more than 20 percent fifteen times. On average, the…
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Investing
June 7, 2022
Chart of the week: this valuation gets in the way
When it comes to equity valuations, most investors are concerned with the price/earnings ratio. And…
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Opinion
June 3, 2022
In Flux: Fifty shades of green
Sustainable finance poses a compliance risk you can no longer afford to ignore, no matter whether…
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Opinion
June 2, 2022
Back to the 1970s
Nowadays, when the term stagflation is mentioned, everyone thinks back to the 1970s. Anyone who…
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Investing
May 30, 2022
Chart of the week: the ECB has turned!
The decision is made. The ECB will also raise interest rates now that inflation is showing few signs…
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Most recent
Asset Allocation
Belgium plans dual defense funds, invites financial sector to join in
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Asset Allocation
Morningstar: Pzena versus Stewart Investors in EM equities
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Asset Allocation
Market stress puts classic stock-bond correlation to the test
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Asset Managers
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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