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Opinion
Opinion
6 mars 2023
Chart of the week: are stocks overpriced?
My column last week, titled ‘Cash is king,’ showed that both cash and bonds are again competing with…
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Opinion
27 février 2023
Chart of the Week: Cash is King!
Investing is a game of relative things, at least if you do it right. Whether you have a short or…
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Opinion
17 février 2023
In Flux: Eltifs will be tough nut to crack
This week’s adoption of the updated EU regulation for long-term investment funds, known as Eltifs…
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Investissement
12 février 2023
Chart of the week: Red-hot
The US economy created more than half a million jobs in January. That was almost three (!) times…
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Opinion
1 février 2023
ChatGPT and the world of finance
During my student days in the late 1980s, I was one of the few students who had access to an Apple…
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Opinion
30 janvier 2023
Graph of the week: a major mismatch
The latest ‘chart of the week’ shows a difference between market expectations of what the Federal…
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Opinion
27 janvier 2023
The ECB should learn from the Fed
Forget all those bars of gold that are heavily guarded because they are incredibly valuable…
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Opinion
23 janvier 2023
Alternatives boost performance of institutional funds
Data analysis of transactions of Universal Investment’s institutional clients shows that alternative…
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Opinion
23 janvier 2023
Chart of the Week: Risk premiums back to normal? Really?
A post recently appeared on my Bloomberg timeline that headlined: ‘BoE’s Bailey Says Truss Risk…
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Opinion
16 janvier 2023
In Flux: A turning point for Quintet?
“The UBS phase is over,” a Quintet banker told me last week. Luxembourg-based Qatari-owned Quintet…
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Panel d'experts
Morningstar: interest in water funds declines
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Répartition des actifs
Europe’s forgotten market: can unloved investments stage a comeback?
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Asset Managers
Transfer Thursday: Goodwin, DWS, Abrdn, Neuberger Berman, Taskize
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Investissement
The traditional anchor status of German Bunds is under pressure
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Investissement
Efama chief urges EU action on taxes to unify markets
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