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Opinion
Opinion
December 22, 2025
Democrats are set to win but the timing is awful
The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
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Opinion
December 22, 2025
Chart of the week: few US jobs, how so?
There was eager anticipation for a new US labor market report. And not only because the flow of…
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Opinion
December 19, 2025
Fed and politics
In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
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Opinion
December 15, 2025
Chart of the week: the confrontation
Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
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Opinion
December 8, 2025
Chart of the week: big fireworks in 2026?
It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
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Opinion
December 4, 2025
Manager selection: is it alpha or beta?
With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging…
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Opinion
December 1, 2025
Chart of the week: the unfair fight of stablecoins
The ECB has given stablecoins a place in its Financial Stability Review. In a report containing the…
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Opinion
November 26, 2025
The Passive Paradox: how index funds distort the market and harm investors
For decades, we have embraced the rise of passive investing (hammock investing) as the ultimate…
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Opinion
November 25, 2025
Schengen’s lessons for global fund distribution
Fund passports were built on the same vision that shaped the Schengen Zone: shared trust and…
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Opinion
November 24, 2025
Chart of the week: liquidity problems
Financial markets are under pressure. Not only stocks but also other asset classes are mostly moving…
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Investing
IO asset manager survey: structural risks are rising, but risk appetite holds up
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Supervision
Enforcement and transparency weigh on Europe’s AML scores
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Opinion
Democrats are set to win but the timing is awful
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Investing
Private market firms sallivate over Americans’ retirement cash
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Opinion
Chart of the week: few US jobs, how so?
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