Opinion

Jeroen Blokland.

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...

Moral hazard

After the stock market crash of 1987, measures were taken to prevent a new...

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...

A bull market for inflation

The biggest risk for investors at the moment is high inflation. While the market...

Contradicting investors

I am a fan of the Bank of America Global Fund Manager Survey. Not only because...

Russia and China

24 February 2022

The second Cold War is hot

Western leaders are struggling with their response to Putin's latest challenge...

Market analysis

17 February 2022

The year of the stock picker

For two decades in a row money has money has flowed out of active funds. Last...

Draghi’s promise is at stake

Euro sign at the ECB in Frankfurt

957d0f88-9843-… Thu, 02/10/2022 - 11:54

President Biden and Olaf Scholz, the new German Chancellor, are not on the same...

02 February 2022

'Wealthtech needs humans'

As the asset management industry embraces wealthtech, its business model has...

Service station

11 January 2022

Economist's view: the oil crisis of 2022

The two oil crises of the 1970s are notorious. In 1973, the oil price went from...

Subscribe to Opinion

More news

Adrian Politowski, Align Group

Luxembourg Raifs central to independent film financing

US court nixes transparency rules for private funds

Market outlooks

Finally, a stir

Asset allocations

An autonomous EU would create a new framework for investors

Morningstar fund radar

High rates give emerging market bonds positive start to 2024