Jort van der Horst

Jort van der Horst

Afbeelding van Claudio Schwarz via Unsplash
Investing
March 4, 2026

Investors reassess strategic asset allocation as negative correlation returns

With the restoration of the negative correlation between equities and bonds, the structure of…
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Investing
February 24, 2026

Clarity around ‘Sanaenomics’ makes Japan investable again

Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more…
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Investing
February 5, 2026

Five-year plan guides renewed China allocation

Chinese equities have outperformed Wall Street for two consecutive years, yet the label…
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Investing
January 12, 2026

EM investors broaden their focus after years focusing on Asia

Where China and India set the pace in emerging markets for many years, investors are increasingly…
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Afbeelding van Jordan Beltran via Unsplash
Investing
January 6, 2026

What remains of ‘Who cares wins’? ESG after 25 years in perspective

What began as a tool for measuring risks evolved into a normative framework, only to return under…
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Investing
October 31, 2025

Big tech companies take the next step in debt financing

Earlier this month, Meta announced that it would finance the construction of a new data center…
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Pentagon. Afbeelding via U.S. Department of War
Investing
October 22, 2025

Investing alongside the Pentagon: lucrative but ‘not exactly cheerful’

Since President Trump began his second term, the US government has increasingly taken stakes in…
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Afbeelding van Şahin Sezer Dinçer via Unsplash
Investing
October 16, 2025

The rise of EMD is not a wave, but an upward trend

Not only this year are bonds from emerging markets an attractive alternative to the volatile debt of…
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Afbeelding van Jimi Malmberg via Unsplash
Investing
October 9, 2025

Defense and AI push European thematic ETFs to record size

Assets in European thematic ETFs have climbed to a record 52 billion euro, the highest level since…
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Afbeelding van Boudewijn Huysmans via Unsplash
News
September 22, 2025

Nuclear revival in Europe mainly benefits the US

British Prime Minister Keir Starmer announced a multibillion-dollar deal last week with the US for…
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