Opinion

Edin Mujagic
Opinion
November 4, 2025

A strong euro? Quite the opposite

It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York…
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Jeroen Blokland
Opinion
November 3, 2025

Chart of the week: the short-term memory of investors, economists, and experts

It took a little longer than expected, but the delayed US inflation figure for October came in just…
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Wouter Weijand
Opinion
October 30, 2025

Who will still want those guzzlers later on?

The bulk of US economic growth this year can be attributed to data centers. But what will all that…
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Jeroen Blokland
Opinion
October 27, 2025

Chart of the week: 海 市 蜃 楼

The title of this column is the Chinese word for “mirage” or “illusion.” Hot air, in other words…
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Wouter Weijand
Opinion
October 24, 2025

Vive la France!

Last week, the French government survived two motions of no confidence, mainly by promising not to…
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Jeroen Blokland
Opinion
October 20, 2025

Chart of the week: the balance dance

The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s…
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Gertjan Verdickt
Opinion
October 17, 2025

Forget ‘superstar city’: a new look at REIT cash flows

A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial…
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Jeroen Blokland
Opinion
October 13, 2025

Chart of the week: the euro is heavily overvalued

So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That…
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Gertjan Verdickt
Opinion
October 7, 2025

The human factor in factor investing

Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Jeroen Blokland
Opinion
October 6, 2025

Chart of the week: it just keeps going

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Edin Mujagic
Opinion
September 26, 2025

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising…
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Gertjan Verdickt
Opinion
September 24, 2025

The profit paradox

For decades, it was an iron law for investors: in the long run, the stock market follows economic…
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Jeroen Blokland
Opinion
September 22, 2025

Chart of the week: rethinking

UK inflation is far too high, and the policy rate is far too low. That might sound odd, but if you…
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Gertjan Verdickt
Opinion
September 17, 2025

Why a zero allocation to crypto is hard to justify

Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin…
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