05 décembre 2022 Chart of the week: why easy? Difficult is also possible! No, this is not a column about the Netherlands' performance at the World Cup...
28 novembre 2022 In Flux: Where there’s smoke… Luxembourg last week was buzzing with speculation and market talk. A major deal...
18 novembre 2022 New valuation association is a big deal for private equity The new Luxembourg Valuation Professionals Association, or LVPA, was launched...
17 novembre 2022 Forward looking ESG analysis is key for creating trust With the prominent focus on ESG, asset managers find themselves in a challenging...
14 novembre 2022 The housing market crisis is in full swing in some places Although inflation has made its comeback in Western economies after decades of...
07 novembre 2022 Graph of the week: Inverted yield curve? Don't panic As might be expected, the US 10-year - 3-month yield curve has also turned...
04 novembre 2022 In Flux: It’s like we lost Taiwan, or Canada The data leaves no doubt about it. This year is a tough one for investors...
28 octobre 2022 Enough to drive you crazy In an earlier column here I defended Liz Truss andI expressed support not so...
24 octobre 2022 Chart of the week: inflation drives lower, not higher profits Corporate profits will not fall even if economic growth declines, because of...
20 octobre 2022 The effect of inflation on corporate earnings The big difference between bonds and equities is that cash flows in bonds are...
