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Opinion

22 November 2023

Luxembourg Gare: Three nails in the coffin

On September 23rd, residents of the Gare district protested against the...
20 November 2023

Euphoria!

Let me begin by stating my agreement that the Federal Reserve is unlikely to...
13 November 2023

The overstated impact of AI on productivity growth

If you're a regular on platforms like X or LinkedIn, you've likely encountered...
13 November 2023

Decoding Xi’s ‘Chinese Dream’

China, poised to reclaim its title of a superior civilization, faces scrutiny...
10 November 2023

Roadblocks in asset management software procurement

The typical reasons that prompt asset managers to acquire new software often...
08 November 2023

Make America Great Again 2.0

In a thought-provoking piece from May 2018, I penned a commentary here titled...
06 November 2023

Firesale in China!

China faces a complex challenge as it aims to further stimulate its economy...
02 November 2023

The sustainability bail-out

Ever since the inception of the European Green Deal, ESG (Environmental, Social...
30 October 2023

Where is the next Silicon Valley Bank?

Interest rates are shooting up and in some cases have reached the highest levels...
24 October 2023

Ten old and ten new safe havens

US 10-year yields have risen above 5 per cent. As a result, earnings yield - the...

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High rates give emerging market bonds positive start to 2024

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